SFA
TWTR

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

Source 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
-35,664
Closed -$1.56M – 121
2022
Q3 		$1.56M Sell
35,664
-297
-0.8% -$12.1K 0.62% 40
2022
Q2 		$1.34M Buy
35,961
+157
+0.4% +$6.74K 0.53% 43
2022
Q1 		$1.39M Buy
35,804
+107
+0.3% +$3.91K 0.41% 41
2021
Q4 		$1.54M Sell
35,697
-112
-0.3% -$5.82K 0.42% 44
2021
Q3 		$2.16M Buy
35,809
+58
+0.2% +$3.81K 0.56% 33
2021
Q2 		$2.46M Buy
35,751
+138
+0.4% +$8.46K 0.63% 30
2021
Q1 		$2.27M Buy
35,613
+237
+0.7% +$14.5K 0.6% 30
2020
Q4 		$1.92M Buy
+35,376
New +$1.69M 0.52% 31

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

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

Source Financial Advisors sold out of Twitter, Inc. (TWTR) in Q4 2022, closing a stake of 35,664 shares — an estimated $1.56M sold.

Source Financial Advisors first reported a position in TWTR in Q4 2020 and held it in 8 quarters. The position peaked at $2.46M in Q2 2021. 7 funds tracked by Wall St. Rank hold TWTR as of Q4 2022.

  • Source Financial Advisors reported no remaining Twitter, Inc. position as of Q4 2022 after selling out during the quarter.
  • Source Financial Advisors sold 35,664 Twitter, Inc. shares in Q4 2022, an estimated $1.56M.
  • Source Financial Advisors first reported a position in Twitter, Inc. in Q4 2020 and held it in 8 quarters.
  • Source Financial Advisors's Twitter, Inc. position peaked at $2.46M in Q2 2021.
  • 7 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2022.

Based on Source Financial Advisors's 13F filing for Q4 2022, filed 31 Jan 2023.