SWM
TWTR

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

Sugarloaf 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
-8
Closed -$1K – 891
2022
Q3 		$1K Hold
8
– – ﹤0.01% 825
2022
Q2 		$0 Hold
8
– – ﹤0.01% 852
2022
Q1 		$0 Hold
8
– – ﹤0.01% 781
2021
Q4 		$0 Hold
8
– – ﹤0.01% 793
2021
Q3 		$0 Hold
8
– – ﹤0.01% 817
2021
Q2 		$1K Hold
8
– – ﹤0.01% 743
2021
Q1 		$1 Hold
8
– – ﹤0.01% 735
2020
Q4 		$0 Hold
8
– – ﹤0.01% 766
2020
Q3 		$0 Hold
8
– – ﹤0.01% 741
2020
Q2 		$0 Hold
8
– – ﹤0.01% 746
2020
Q1 		$0 Hold
8
– – ﹤0.01% 759
2019
Q4 		$0 Buy
+8
New +$263 ﹤0.01% 719

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

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

Sugarloaf Wealth Management sold out of Twitter, Inc. (TWTR) in Q4 2022, closing a stake of 8 shares — an estimated $1K sold.

Sugarloaf Wealth Management first reported a position in TWTR in Q4 2019 and held it in 12 quarters. The position peaked at $1K in Q3 2022. 7 funds tracked by Wall St. Rank hold TWTR as of Q4 2022.

  • Sugarloaf Wealth Management reported no remaining Twitter, Inc. position as of Q4 2022 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 8 Twitter, Inc. shares in Q4 2022, an estimated $1K.
  • Sugarloaf Wealth Management first reported a position in Twitter, Inc. in Q4 2019 and held it in 12 quarters.
  • Sugarloaf Wealth Management's Twitter, Inc. position peaked at $1K in Q3 2022.
  • 7 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2022.

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