PO
TWTR

Private Ocean’s Twitter, Inc. TWTR Stock Holding History

Private Ocean’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
-40
Closed -$1K – 646
2022
Q3 		$1K Buy
40
+10
+33% +$407 ﹤0.01% 522
2022
Q2 		$1K Sell
30
-21
-41% -$901 ﹤0.01% 456
2022
Q1 		$2K Buy
51
+30
+143% +$1.1K ﹤0.01% 518
2021
Q4 		$1K Buy
21
+11
+110% +$571 ﹤0.01% 581
2021
Q3 		$1K Buy
+10
New +$657 ﹤0.01% 539
2021
Q2 		– Sell
-135
Closed -$9K – 625
2021
Q1 		$9K Buy
135
+2
+2% +$122 ﹤0.01% 448
2020
Q4 		$7K Sell
133
-499
-79% -$23.8K ﹤0.01% 412
2020
Q3 		$28K Hold
632
– – 0.01% 283
2020
Q2 		$18K Sell
632
-298
-32% -$8.98K ﹤0.01% 308
2020
Q1 		$22K Buy
+930
New +$30.1K 0.01% 314
2019
Q4 		– Sell
-580
Closed -$24K – 636
2019
Q3 		$24K Buy
+580
New +$23.7K 0.01% 316
2017
Q1 		– Sell
-50
Closed -$1K – 184
2016
Q4 		$1K Hold
50
– – ﹤0.01% 184
2016
Q3 		$1K Buy
+50
New +$941 ﹤0.01% 182
2015
Q2 		– Sell
-50
Closed -$3K – 181
2015
Q1 		$3K Hold
50
– – ﹤0.01% 159
2014
Q4 		$2K Hold
50
– – ﹤0.01% 185
2014
Q3 		$3K Buy
50
+25
+100% +$1.13K ﹤0.01% 199
2014
Q2 		$1K Sell
25
-22
-47% -$833 ﹤0.01% 208
2014
Q1 		$2K Buy
47
+22
+88% +$1.25K ﹤0.01% 186
2013
Q4 		$2K Buy
+25
New +$1.24K ﹤0.01% 197

Other funds holding TWTR

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 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

Private Ocean's TWTR Position: Q4 2022 in Review

Private Ocean sold out of Twitter, Inc. (TWTR) in Q4 2022, closing a stake of 40 shares — an estimated $1K sold.

Private Ocean first reported a position in TWTR in Q4 2013 and held it in 19 quarters. The position peaked at $28K in Q3 2020. 7 funds tracked by Wall St. Rank hold TWTR as of Q4 2022.

  • Private Ocean reported no remaining Twitter, Inc. position as of Q4 2022 after selling out during the quarter.
  • Private Ocean sold 40 Twitter, Inc. shares in Q4 2022, an estimated $1K.
  • Private Ocean first reported a position in Twitter, Inc. in Q4 2013 and held it in 19 quarters.
  • Private Ocean's Twitter, Inc. position peaked at $28K in Q3 2020.
  • 7 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2022.

Based on Private Ocean's 13F filing for Q4 2022, filed 2 Feb 2023.