WWA
TWTR

WCG Wealth Advisors’s Twitter, Inc. TWTR Stock Holding History

WCG Wealth 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
-8,960
Closed -$393K – 289
2022
Q3 		$393K Hold
8,960
– – 0.05% 204
2022
Q2 		$335K Buy
+8,960
New +$384K 0.05% 198

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

WCG Wealth Advisors's TWTR Position: Q4 2022 in Review

WCG Wealth Advisors sold out of Twitter, Inc. (TWTR) in Q4 2022, closing a stake of 8,960 shares — an estimated $393K sold.

WCG Wealth Advisors first reported a position in TWTR in Q2 2022 and held it in 2 quarters. The position peaked at $393K in Q3 2022. 7 funds tracked by Wall St. Rank hold TWTR as of Q4 2022.

  • WCG Wealth Advisors reported no remaining Twitter, Inc. position as of Q4 2022 after selling out during the quarter.
  • WCG Wealth Advisors sold 8,960 Twitter, Inc. shares in Q4 2022, an estimated $393K.
  • WCG Wealth Advisors first reported a position in Twitter, Inc. in Q2 2022 and held it in 2 quarters.
  • WCG Wealth Advisors's Twitter, Inc. position peaked at $393K in Q3 2022.
  • 7 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2022.

Based on WCG Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.