SFA
TWTR

Sequoia Financial Advisors’s Twitter, Inc. TWTR Stock Holding History

Sequoia Financial Advisors’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
-14,988
Closed -$657K – 819
2022
Q3 		$657K Sell
14,988
-3,661
-20% -$149K 0.02% 253
2022
Q2 		$697K Buy
18,649
+8,623
+86% +$370K 0.02% 272
2022
Q1 		$388K Buy
10,026
+2,214
+28% +$80.9K 0.01% 425
2021
Q4 		$338K Buy
7,812
+4,374
+127% +$227K 0.01% 413
2021
Q3 		$208K Sell
3,438
-3,506
-50% -$230K 0.02% 244
2021
Q2 		$478K Buy
6,944
+56
+0.8% +$3.43K 0.02% 286
2021
Q1 		$438K Buy
6,888
+53
+0.8% +$3.24K 0.02% 275
2020
Q4 		$370K Buy
6,835
+62
+0.9% +$2.96K 0.02% 291
2020
Q3 		$301K Buy
6,773
+61
+0.9% +$2.34K 0.02% 296
2020
Q2 		$200K Buy
+6,712
New +$202K 0.01% 348
2020
Q1 		– Sell
-6,369
Closed -$204K – 422
2019
Q4 		$204K Sell
6,369
-342
-5% -$11.3K 0.01% 361
2019
Q3 		$276K Sell
6,711
-64
-0.9% -$2.62K 0.02% 290
2019
Q2 		$236K Sell
6,775
-100
-1% -$3.67K 0.02% 319
2019
Q1 		$226K Buy
+6,875
New +$218K 0.02% 325
2018
Q3 		– Sell
-6,200
Closed -$271K – 334
2018
Q2 		$271K Sell
6,200
-1,250
-17% -$43.9K 0.03% 247
2018
Q1 		$216K Buy
+7,450
New +$218K 0.02% 274

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

Sequoia Financial Advisors's TWTR Position: Q4 2022 in Review

Sequoia Financial Advisors sold out of Twitter, Inc. (TWTR) in Q4 2022, closing a stake of 14,988 shares — an estimated $657K sold.

Sequoia Financial Advisors first reported a position in TWTR in Q1 2018 and held it in 16 quarters. The position peaked at $697K in Q2 2022. 7 funds tracked by Wall St. Rank hold TWTR as of Q4 2022.

  • Sequoia Financial Advisors reported no remaining Twitter, Inc. position as of Q4 2022 after selling out during the quarter.
  • Sequoia Financial Advisors sold 14,988 Twitter, Inc. shares in Q4 2022, an estimated $657K.
  • Sequoia Financial Advisors first reported a position in Twitter, Inc. in Q1 2018 and held it in 16 quarters.
  • Sequoia Financial Advisors's Twitter, Inc. position peaked at $697K in Q2 2022.
  • 7 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2022.

Based on Sequoia Financial Advisors's 13F filing for Q4 2022, filed 18 Jan 2023.