Welch & Forbes’s Twitter, Inc. TWTR Stock Holding History

Welch & Forbes’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	-5,500	Closed	-$241K	–	389
2022 Q3	$241K	Hold	5,500	–	–	﹤0.01%	346
2022 Q2	$206K	Hold	5,500	–	–	﹤0.01%	369
2022 Q1	$213K	Hold	5,500	–	–	﹤0.01%	373
2021 Q4	$238K	Hold	5,500	–	–	﹤0.01%	367
2021 Q3	$332K	Hold	5,500	–	–	0.01%	333
2021 Q2	$378K	Hold	5,500	–	–	0.01%	320
2021 Q1	$350K	Hold	5,500	–	–	0.01%	324
2020 Q4	$298K	Hold	5,500	–	–	0.01%	338
2020 Q3	$245K	Buy	+5,500	New	+$211K	0.01%	323
2019 Q4	–	Sell	-7,200	Closed	-$297K	–	357
2019 Q3	$297K	Hold	7,200	–	–	0.01%	308
2019 Q2	$251K	Buy	+7,200	New	+$264K	0.01%	315

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 $484M AUM 15.17% 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

Welch & Forbes's TWTR Position: Q4 2022 in Review

Welch & Forbes sold out of Twitter, Inc. (TWTR) in Q4 2022, closing a stake of 5,500 shares — an estimated $241K sold.

Welch & Forbes first reported a position in TWTR in Q2 2019 and held it in 11 quarters. The position peaked at $378K in Q2 2021. 7 funds tracked by Wall St. Rank hold TWTR as of Q4 2022.

Welch & Forbes reported no remaining Twitter, Inc. position as of Q4 2022 after selling out during the quarter.
Welch & Forbes sold 5,500 Twitter, Inc. shares in Q4 2022, an estimated $241K.
Welch & Forbes first reported a position in Twitter, Inc. in Q2 2019 and held it in 11 quarters.
Welch & Forbes's Twitter, Inc. position peaked at $378K in Q2 2021.
7 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2022.

Based on Welch & Forbes's 13F filing for Q4 2022, filed 2 Feb 2023.