SOA Wealth Advisors’s Twitter, Inc. TWTR Stock Holding History

SOA Wealth 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	-487	Closed	-$21K	–	1027
2022 Q3	$21K	Sell	487 -51	-9%	-$2.08K	0.01%	383
2022 Q2	$20K	Sell	538 -413	-43%	-$17.7K	0.01%	387
2022 Q1	$36K	Hold	951	–	–	0.01%	359
2021 Q4	$42K	Hold	951	–	–	0.01%	322
2021 Q3	$57K	Sell	951 -39	-4%	-$2.56K	0.01%	291
2021 Q2	$68K	Buy	990 +139	+16%	+$8.52K	0.02%	271
2021 Q1	$54K	Buy	851 +229	+37%	+$14K	0.02%	264
2020 Q4	$42K	Buy	+622	New	+$29.7K	0.01%	286

Other funds holding TWTR

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

Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return

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

SOA Wealth Advisors's TWTR Position: Q4 2022 in Review

SOA Wealth Advisors sold out of Twitter, Inc. (TWTR) in Q4 2022, closing a stake of 487 shares — an estimated $21K sold.

SOA Wealth Advisors first reported a position in TWTR in Q4 2020 and held it in 8 quarters. The position peaked at $68K in Q2 2021. 7 funds tracked by Wall St. Rank hold TWTR as of Q4 2022.

SOA Wealth Advisors reported no remaining Twitter, Inc. position as of Q4 2022 after selling out during the quarter.
SOA Wealth Advisors sold 487 Twitter, Inc. shares in Q4 2022, an estimated $21K.
SOA Wealth Advisors first reported a position in Twitter, Inc. in Q4 2020 and held it in 8 quarters.
SOA Wealth Advisors's Twitter, Inc. position peaked at $68K in Q2 2021.
7 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2022.

Based on SOA Wealth Advisors's 13F filing for Q4 2022, filed 10 Jan 2023.