LF
TWTR

Lee Financial’s Twitter, Inc. TWTR Stock Holding History

Lee Financial’s Portfolio TWTR Stock Details TWTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-54
Closed -$2K – 1007
2022
Q3 		$2K Buy
54
+7
+15% +$285 ﹤0.01% 728
2022
Q2 		$2K Buy
+47
New +$2.02K ﹤0.01% 758
2022
Q1 		– Sell
-35
Closed -$1K – 1000
2021
Q4 		$1K Sell
35
-15
-30% -$779 ﹤0.01% 892
2021
Q3 		$3K Hold
50
– – ﹤0.01% 577
2021
Q2 		$3K Buy
+50
New +$3.06K ﹤0.01% 535
2020
Q2 		– Sell
-300
Closed -$7K – 559
2020
Q1 		$7K Buy
+300
New +$9.71K ﹤0.01% 352
2018
Q3 		– Sell
-70
Closed -$3K – 764
2018
Q2 		$3K Buy
70
+5
+8% +$175 ﹤0.01% 708
2018
Q1 		$2K Buy
+65
New +$1.91K ﹤0.01% 713
2017
Q4 		– Sell
-525
Closed -$9K – 514
2017
Q3 		$9K Hold
525
– – ﹤0.01% 363
2017
Q2 		$9K Hold
525
– – ﹤0.01% 348
2017
Q1 		$8K Hold
525
– – ﹤0.01% 316
2016
Q4 		$9K Buy
+525
New +$9.63K 0.01% 311

Other funds holding TWTR

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return
TF
TimeScale Financial Danvers, Massachusetts $463M AUM 12.48% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Lee Financial's TWTR Position: Q4 2022 in Review

Lee Financial sold out of Twitter, Inc. (TWTR) in Q4 2022, closing a stake of 54 shares — an estimated $2K sold.

Lee Financial first reported a position in TWTR in Q4 2016 and held it in 12 quarters. The position peaked at $9K in Q3 2017. 7 funds tracked by Wall St. Rank hold TWTR as of Q4 2022.

  • Lee Financial reported no remaining Twitter, Inc. position as of Q4 2022 after selling out during the quarter.
  • Lee Financial sold 54 Twitter, Inc. shares in Q4 2022, an estimated $2K.
  • Lee Financial first reported a position in Twitter, Inc. in Q4 2016 and held it in 12 quarters.
  • Lee Financial's Twitter, Inc. position peaked at $9K in Q3 2017.
  • 7 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2022.

Based on Lee Financial's 13F filing for Q4 2022, filed 9 Feb 2023.