STA
TWTR

Summit Trail Advisors’s Twitter, Inc. TWTR Stock Holding History

Summit Trail 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
-16,992
Closed -$745K – 433
2022
Q3 		$745K Sell
16,992
-837
-5% -$34.1K 0.04% 129
2022
Q2 		$667K Buy
17,829
+4,400
+33% +$189K 0.04% 154
2022
Q1 		$520K Buy
13,429
+2,617
+24% +$95.6K 0.04% 165
2021
Q4 		$467K Buy
10,812
+267
+3% +$13.9K 0.03% 178
2021
Q3 		$637K Buy
10,545
+1,317
+14% +$86.5K 0.05% 145
2021
Q2 		$635K Buy
9,228
+496
+6% +$30.4K 0.06% 122
2021
Q1 		$556K Buy
8,732
+320
+4% +$19.6K 0.06% 116
2020
Q4 		$456K Buy
+8,412
New +$401K 0.06% 122
2019
Q1 		– Sell
-38,382
Closed -$1.1M – 138
2018
Q4 		$1.1M Sell
38,382
-9,476
-20% -$297K 0.39% 37
2018
Q3 		$1.36M Sell
47,858
-5,173
-10% -$183K 0.3% 51
2018
Q2 		$2.32M Sell
53,031
-34,512
-39% -$1.21M 0.81% 18
2018
Q1 		$2.15M Sell
87,543
-9,902
-10% -$290K 0.36% 53
2017
Q4 		$2.2M Buy
+97,445
New +$2M 0.28% 67

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 $1.65B 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

Summit Trail Advisors's TWTR Position: Q4 2022 in Review

Summit Trail Advisors sold out of Twitter, Inc. (TWTR) in Q4 2022, closing a stake of 16,992 shares — an estimated $745K sold.

Summit Trail Advisors first reported a position in TWTR in Q4 2017 and held it in 13 quarters. The position peaked at $2.32M in Q2 2018. 7 funds tracked by Wall St. Rank hold TWTR as of Q4 2022.

  • Summit Trail Advisors reported no remaining Twitter, Inc. position as of Q4 2022 after selling out during the quarter.
  • Summit Trail Advisors sold 16,992 Twitter, Inc. shares in Q4 2022, an estimated $745K.
  • Summit Trail Advisors first reported a position in Twitter, Inc. in Q4 2017 and held it in 13 quarters.
  • Summit Trail Advisors's Twitter, Inc. position peaked at $2.32M in Q2 2018.
  • 7 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2022.

Based on Summit Trail Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.