SPWM
TWTR

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

Straight Path 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
-10,200
Closed -$447K – 83
2022
Q3 		$447K Hold
10,200
– – 0.4% 45
2022
Q2 		$381K Hold
10,200
– – 0.37% 47
2022
Q1 		$395K Hold
10,200
– – 0.33% 38
2021
Q4 		$441K Buy
+10,200
New +$530K 0.38% 39

Other funds holding TWTR

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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

Straight Path Wealth Management's TWTR Position: Q4 2022 in Review

Straight Path Wealth Management sold out of Twitter, Inc. (TWTR) in Q4 2022, closing a stake of 10,200 shares — an estimated $447K sold.

Straight Path Wealth Management first reported a position in TWTR in Q4 2021 and held it in 4 quarters. The position peaked at $447K in Q3 2022. 7 funds tracked by Wall St. Rank hold TWTR as of Q4 2022.

  • Straight Path Wealth Management reported no remaining Twitter, Inc. position as of Q4 2022 after selling out during the quarter.
  • Straight Path Wealth Management sold 10,200 Twitter, Inc. shares in Q4 2022, an estimated $447K.
  • Straight Path Wealth Management first reported a position in Twitter, Inc. in Q4 2021 and held it in 4 quarters.
  • Straight Path Wealth Management's Twitter, Inc. position peaked at $447K in Q3 2022.
  • 7 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2022.

Based on Straight Path Wealth Management's 13F filing for Q4 2022, filed 20 Jan 2023.