Tortoise Investment Management’s Twitter, Inc. TWTR Stock Holding History

Tortoise Investment 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	-1,386	Closed	-$61K	–	800
2022 Q3	$61K	Hold	1,386	–	–	0.01%	293
2022 Q2	$52K	Buy	1,386 +71	+5%	+$3.05K	0.01%	297
2022 Q1	$51K	Hold	1,315	–	–	0.01%	304
2021 Q4	$57K	Hold	1,315	–	–	0.01%	282
2021 Q3	$79K	Hold	1,315	–	–	0.02%	223
2021 Q2	$90K	Hold	1,315	–	–	0.02%	207
2021 Q1	$84K	Sell	1,315 -985	-43%	-$60.2K	0.02%	211
2020 Q4	$125K	Sell	2,300 -300	-12%	-$14.3K	0.03%	177
2020 Q3	$116K	Buy	+2,600	New	+$99.8K	0.03%	172
2017 Q1	–	Sell	-500	Closed	-$8K	–	523
2016 Q4	$8K	Hold	500	–	–	﹤0.01%	360
2016 Q3	$12K	Hold	500	–	–	﹤0.01%	295
2016 Q2	$8K	Hold	500	–	–	﹤0.01%	342
2016 Q1	$8K	Buy	+500	New	+$8.76K	﹤0.01%	304
2015 Q1	–	Sell	-165	Closed	-$6K	–	487
2014 Q4	$6K	Hold	165	–	–	﹤0.01%	358
2014 Q3	$9K	Buy	+165	New	+$7.46K	﹤0.01%	308

Other funds holding TWTR

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

Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return

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

Tortoise Investment Management's TWTR Position: Q4 2022 in Review

Tortoise Investment Management sold out of Twitter, Inc. (TWTR) in Q4 2022, closing a stake of 1,386 shares — an estimated $61K sold.

Tortoise Investment Management first reported a position in TWTR in Q3 2014 and held it in 15 quarters. The position peaked at $125K in Q4 2020. 7 funds tracked by Wall St. Rank hold TWTR as of Q4 2022.

Tortoise Investment Management reported no remaining Twitter, Inc. position as of Q4 2022 after selling out during the quarter.
Tortoise Investment Management sold 1,386 Twitter, Inc. shares in Q4 2022, an estimated $61K.
Tortoise Investment Management first reported a position in Twitter, Inc. in Q3 2014 and held it in 15 quarters.
Tortoise Investment Management's Twitter, Inc. position peaked at $125K in Q4 2020.
7 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2022.

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