WP
TWTR

WealthSource Partners’s Twitter, Inc. TWTR Stock Holding History

WealthSource Partners’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
-15,884
Closed -$696K – 542
2022
Q3 		$696K Buy
15,884
+8,544
+116% +$348K 0.05% 239
2022
Q2 		$274K Buy
7,340
+143
+2% +$6.13K 0.02% 416
2022
Q1 		$278K Buy
7,197
+1,018
+16% +$37.2K 0.02% 470
2021
Q4 		$267K Sell
6,179
-2,354
-28% -$122K 0.02% 463
2021
Q3 		$515K Buy
8,533
+134
+2% +$8.8K 0.05% 286
2021
Q2 		$578K Buy
8,399
+2,454
+41% +$150K 0.05% 248
2021
Q1 		$378K Buy
5,945
+1,026
+21% +$62.7K 0.04% 299
2020
Q4 		$266K Buy
+4,919
New +$235K 0.03% 312
2020
Q1 		– Sell
-6,659
Closed -$213K – 456
2019
Q4 		$213K Buy
+6,659
New +$219K 0.03% 389

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

WealthSource Partners's TWTR Position: Q4 2022 in Review

WealthSource Partners sold out of Twitter, Inc. (TWTR) in Q4 2022, closing a stake of 15,884 shares — an estimated $696K sold.

WealthSource Partners first reported a position in TWTR in Q4 2019 and held it in 9 quarters. The position peaked at $696K in Q3 2022. 7 funds tracked by Wall St. Rank hold TWTR as of Q4 2022.

  • WealthSource Partners reported no remaining Twitter, Inc. position as of Q4 2022 after selling out during the quarter.
  • WealthSource Partners sold 15,884 Twitter, Inc. shares in Q4 2022, an estimated $696K.
  • WealthSource Partners first reported a position in Twitter, Inc. in Q4 2019 and held it in 9 quarters.
  • WealthSource Partners's Twitter, Inc. position peaked at $696K in Q3 2022.
  • 7 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2022.

Based on WealthSource Partners's 13F filing for Q4 2022, filed 10 Feb 2023.