SQA
TWTR

Simon Quick Advisors’s Twitter, Inc. TWTR Stock Holding History

Simon Quick 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
-21,086
Closed -$924K – 254
2022
Q3 		$924K Buy
21,086
+8,681
+70% +$353K 0.13% 87
2022
Q2 		$527K Sell
12,405
-4,226
-25% -$181K 0.07% 116
2022
Q1 		$643K Sell
16,631
-11
-0.1% -$402 0.18% 58
2021
Q4 		$719K Sell
16,642
-992
-6% -$51.5K 0.19% 56
2021
Q3 		$1.06M Buy
17,634
+217
+1% +$14.3K 0.27% 45
2021
Q2 		$1.2M Hold
17,417
– – 0.32% 36
2021
Q1 		$1.11M Sell
17,417
-646
-4% -$39.5K 0.33% 37
2020
Q4 		$978K Buy
18,063
+5,258
+41% +$251K 0.3% 39
2020
Q3 		$570K Hold
12,805
– – 0.16% 44
2020
Q2 		$381K Hold
12,805
– – 0.14% 53
2020
Q1 		$314K Buy
12,805
+723
+6% +$23.4K 0.12% 58
2019
Q4 		$387K Buy
12,082
+7,000
+138% +$230K 0.14% 62
2019
Q3 		$209K Buy
5,082
+5,006
+6,587% +$205K 0.09% 69
2019
Q2 		$2.65K Sell
76
-5,006
-99% -$184K ﹤0.01% 339
2019
Q1 		$167K Sell
5,082
-10
-0.2% -$317 0.07% 77
2018
Q4 		$146K Buy
5,092
+10
+0.2% +$314 0.05% 87
2018
Q3 		$145K Sell
5,082
-2,591
-34% -$91.7K 0.06% 87
2018
Q2 		$335K Buy
+7,673
New +$269K 0.14% 53
2018
Q1 		– Sell
-8,673
Closed -$224K – 436
2017
Q4 		$224K Buy
8,673
+6,263
+260% +$129K 0.1% 89
2017
Q3 		$41K Buy
+2,410
New +$42.1K 0.01% 296
2017
Q1 		– Sell
-8,000
Closed -$130K – 393
2016
Q4 		$130K Buy
+8,000
New +$147K 0.1% 109

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

Simon Quick Advisors's TWTR Position: Q4 2022 in Review

Simon Quick Advisors sold out of Twitter, Inc. (TWTR) in Q4 2022, closing a stake of 21,086 shares — an estimated $924K sold.

Simon Quick Advisors first reported a position in TWTR in Q4 2016 and held it in 21 quarters. The position peaked at $1.2M in Q2 2021. 7 funds tracked by Wall St. Rank hold TWTR as of Q4 2022.

  • Simon Quick Advisors reported no remaining Twitter, Inc. position as of Q4 2022 after selling out during the quarter.
  • Simon Quick Advisors sold 21,086 Twitter, Inc. shares in Q4 2022, an estimated $924K.
  • Simon Quick Advisors first reported a position in Twitter, Inc. in Q4 2016 and held it in 21 quarters.
  • Simon Quick Advisors's Twitter, Inc. position peaked at $1.2M in Q2 2021.
  • 7 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2022.

Based on Simon Quick Advisors's 13F filing for Q4 2022, filed 30 Jan 2023.