SWM
TWTR

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

Spire 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
-11,126
Closed -$488K – 2442
2022
Q3 		$488K Buy
11,126
+8,161
+275% +$332K 0.03% 337
2022
Q2 		$111K Buy
2,965
+1,307
+79% +$56.1K ﹤0.01% 997
2022
Q1 		$64K Sell
1,658
-9,386
-85% -$343K ﹤0.01% 1352
2021
Q4 		$477K Buy
11,044
+9,044
+452% +$470K 0.01% 721
2021
Q3 		$121K Sell
2,000
-9,415
-82% -$618K ﹤0.01% 1126
2021
Q2 		$785K Sell
11,415
-11,810
-51% -$724K 0.02% 488
2021
Q1 		$1.45M Buy
+23,225
New +$1.42M 0.04% 350

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 $1.84B AUM 28.81% 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

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

Spire Wealth Management sold out of Twitter, Inc. (TWTR) in Q4 2022, closing a stake of 11,126 shares — an estimated $488K sold.

Spire Wealth Management first reported a position in TWTR in Q1 2021 and held it in 7 quarters. The position peaked at $1.45M in Q1 2021. 7 funds tracked by Wall St. Rank hold TWTR as of Q4 2022.

  • Spire Wealth Management reported no remaining Twitter, Inc. position as of Q4 2022 after selling out during the quarter.
  • Spire Wealth Management sold 11,126 Twitter, Inc. shares in Q4 2022, an estimated $488K.
  • Spire Wealth Management first reported a position in Twitter, Inc. in Q1 2021 and held it in 7 quarters.
  • Spire Wealth Management's Twitter, Inc. position peaked at $1.45M in Q1 2021.
  • 7 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2022.

Based on Spire Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.