UCFA
TWTR

United Capital Financial Advisors’s Twitter, Inc. TWTR Stock Holding History

United Capital Financial 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
-8,518
Closed -$373K – 1128
2022
Q3 		$373K Buy
+8,518
New +$347K ﹤0.01% 844
2022
Q1 		– Sell
-6,242
Closed -$270K – 1240
2021
Q4 		$270K Buy
6,242
+384
+7% +$19.9K ﹤0.01% 1061
2021
Q3 		$354K Sell
5,858
-917
-14% -$60.2K ﹤0.01% 956
2021
Q2 		$466K Sell
6,775
-2,640
-28% -$162K ﹤0.01% 879
2021
Q1 		$599K Buy
9,415
+5,006
+114% +$306K ﹤0.01% 807
2020
Q4 		$239K Sell
4,409
-1,286
-23% -$61.4K ﹤0.01% 1076
2020
Q3 		$253K Sell
5,695
-9,401
-62% -$361K ﹤0.01% 1007
2020
Q2 		$450K Sell
15,096
-1,093
-7% -$33K ﹤0.01% 906
2020
Q1 		$398K Sell
16,189
-8,082
-33% -$261K ﹤0.01% 901
2019
Q4 		$778K Sell
24,271
-78,410
-76% -$2.58M 0.01% 863
2019
Q3 		$4.23M Buy
102,681
+76,756
+296% +$3.14M 0.03% 447
2019
Q2 		$905K Buy
25,925
+4,179
+19% +$153K 0.01% 850
2019
Q1 		$715K Sell
21,746
-49,618
-70% -$1.57M 0.01% 875
2018
Q4 		$2.05M Buy
71,364
+63,387
+795% +$1.99M 0.02% 554
2018
Q3 		$227K Sell
7,977
-43,498
-85% -$1.54M ﹤0.01% 1215
2018
Q2 		$2.25M Buy
51,475
+7,250
+16% +$254K 0.02% 571
2018
Q1 		$1.28M Buy
44,225
+30,686
+227% +$900K 0.01% 710
2017
Q4 		$329K Sell
13,539
-1,551
-10% -$31.9K ﹤0.01% 1083
2017
Q3 		$255K Sell
15,090
-488
-3% -$8.52K ﹤0.01% 1168
2017
Q2 		$278K Sell
15,578
-3,874
-20% -$66K ﹤0.01% 1098
2017
Q1 		$291K Buy
19,452
+2,274
+13% +$36.9K ﹤0.01% 1056
2016
Q4 		$280K Buy
17,178
+906
+6% +$16.6K ﹤0.01% 1078
2016
Q3 		$375K Buy
16,272
+909
+6% +$17.1K ﹤0.01% 1024
2016
Q2 		$261K Buy
+15,363
New +$240K ﹤0.01% 1083
2016
Q1 		– Sell
-8,986
Closed -$208K – 1294
2015
Q4 		$208K Sell
8,986
-701
-7% -$18.7K ﹤0.01% 1125
2015
Q3 		$261K Buy
9,687
+3,691
+62% +$111K ﹤0.01% 1088
2015
Q2 		$217K Sell
5,996
-2,177
-27% -$89K ﹤0.01% 1162
2015
Q1 		$318K Buy
8,173
+1,251
+18% +$55.5K ﹤0.01% 1050
2014
Q4 		$248K Buy
6,922
+593
+9% +$25.2K ﹤0.01% 1030
2014
Q3 		$326K Buy
+6,329
New +$286K 0.01% 913

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 $537M AUM 18.24% 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

United Capital Financial Advisors's TWTR Position: Q4 2022 in Review

United Capital Financial Advisors sold out of Twitter, Inc. (TWTR) in Q4 2022, closing a stake of 8,518 shares — an estimated $373K sold.

United Capital Financial Advisors first reported a position in TWTR in Q3 2014 and held it in 30 quarters. The position peaked at $4.23M in Q3 2019. 7 funds tracked by Wall St. Rank hold TWTR as of Q4 2022.

  • United Capital Financial Advisors reported no remaining Twitter, Inc. position as of Q4 2022 after selling out during the quarter.
  • United Capital Financial Advisors sold 8,518 Twitter, Inc. shares in Q4 2022, an estimated $373K.
  • United Capital Financial Advisors first reported a position in Twitter, Inc. in Q3 2014 and held it in 30 quarters.
  • United Capital Financial Advisors's Twitter, Inc. position peaked at $4.23M in Q3 2019.
  • 7 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2022.

Based on United Capital Financial Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.