SWM
TWTR

Segment Wealth Management’s Twitter, Inc. TWTR Stock Holding History

Segment Wealth Management’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
-17,179
Closed -$753K – 231
2022
Q3 		$753K Hold
17,179
– – 0.09% 116
2022
Q2 		$642K Hold
17,179
– – 0.08% 119
2022
Q1 		$665K Hold
17,179
– – 0.07% 140
2021
Q4 		$742K Hold
17,179
– – 0.08% 139
2021
Q3 		$1.04M Hold
17,179
– – 0.12% 112
2021
Q2 		$1.18M Hold
17,179
– – 0.14% 104
2021
Q1 		$1.09M Hold
17,179
– – 0.15% 106
2020
Q4 		$930K Hold
17,179
– – 0.13% 111
2020
Q3 		$764K Hold
17,179
– – 0.12% 111
2020
Q2 		$512K Hold
17,179
– – 0.09% 129
2020
Q1 		$422K Sell
17,179
-289
-2% -$9.35K 0.09% 127
2019
Q4 		$560K Buy
17,468
+289
+2% +$9.51K 0.09% 138
2019
Q3 		$708K Hold
17,179
– – 0.14% 108
2019
Q2 		$600K Sell
17,179
-47
-0.3% -$1.72K 0.12% 118
2019
Q1 		$566K Buy
17,226
+47
+0.3% +$1.49K 0.12% 120
2018
Q4 		$494K Sell
17,179
-383
-2% -$12K 0.12% 116
2018
Q3 		$500K Sell
17,562
-6
-0% -$212 0.11% 129
2018
Q2 		$767K Buy
17,568
+389
+2% +$13.7K 0.18% 107
2018
Q1 		$498K Hold
17,179
– – 0.12% 121
2017
Q4 		$412K Hold
17,179
– – 0.1% 139
2017
Q3 		$290K Hold
17,179
– – 0.08% 155
2017
Q2 		$307K Hold
17,179
– – 0.08% 156
2017
Q1 		$257K Hold
17,179
– – 0.08% 153
2016
Q4 		$280K Hold
17,179
– – 0.1% 133
2016
Q3 		$396K Hold
17,179
– – 0.16% 106
2016
Q2 		$290K Hold
17,179
– – 0.12% 112
2016
Q1 		$284K Hold
17,179
– – 0.11% 115
2015
Q4 		$398K Buy
+17,179
New +$458K 0.15% 100

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

Segment Wealth Management's TWTR Position: Q4 2022 in Review

Segment Wealth Management sold out of Twitter, Inc. (TWTR) in Q4 2022, closing a stake of 17,179 shares — an estimated $753K sold.

Segment Wealth Management first reported a position in TWTR in Q4 2015 and held it in 28 quarters. The position peaked at $1.18M in Q2 2021. 7 funds tracked by Wall St. Rank hold TWTR as of Q4 2022.

  • Segment Wealth Management reported no remaining Twitter, Inc. position as of Q4 2022 after selling out during the quarter.
  • Segment Wealth Management sold 17,179 Twitter, Inc. shares in Q4 2022, an estimated $753K.
  • Segment Wealth Management first reported a position in Twitter, Inc. in Q4 2015 and held it in 28 quarters.
  • Segment Wealth Management's Twitter, Inc. position peaked at $1.18M in Q2 2021.
  • 7 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2022.

Based on Segment Wealth Management's 13F filing for Q4 2022, filed 13 Jan 2023.