Winch Advisory Services’s Twitter, Inc. TWTR Stock Holding History

Winch Advisory Services’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	-137	Closed	-$6K	–	446
2022 Q3	$6K	Hold	137	–	–	﹤0.01%	264
2022 Q2	$5K	Hold	137	–	–	﹤0.01%	290
2022 Q1	$5K	Sell	137 -67	-33%	-$2.45K	﹤0.01%	323
2021 Q4	$9K	Hold	204	–	–	﹤0.01%	281
2021 Q3	$12K	Buy	204 +70	+52%	+$4.6K	﹤0.01%	262
2021 Q2	$9K	Hold	134	–	–	﹤0.01%	283
2021 Q1	$9K	Hold	134	–	–	﹤0.01%	261
2020 Q4	$7K	Buy	+134	New	+$6.4K	﹤0.01%	271
2020 Q3	–	Sell	-100	Closed	-$3K	–	425
2020 Q2	$3K	Buy	+100	New	+$3.02K	﹤0.01%	316
2019 Q3	–	Sell	-87	Closed	-$3K	–	445
2019 Q2	$3K	Buy	+87	New	+$3.19K	﹤0.01%	333
2016 Q1	–	Sell	-150	Closed	-$3K	–	283
2015 Q4	$3K	Buy	+150	New	+$4K	﹤0.01%	204

Other funds holding TWTR

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 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 $1.65B AUM 20.56% 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

Winch Advisory Services's TWTR Position: Q4 2022 in Review

Winch Advisory Services sold out of Twitter, Inc. (TWTR) in Q4 2022, closing a stake of 137 shares — an estimated $6K sold.

Winch Advisory Services first reported a position in TWTR in Q4 2015 and held it in 11 quarters. The position peaked at $12K in Q3 2021. 7 funds tracked by Wall St. Rank hold TWTR as of Q4 2022.

Winch Advisory Services reported no remaining Twitter, Inc. position as of Q4 2022 after selling out during the quarter.
Winch Advisory Services sold 137 Twitter, Inc. shares in Q4 2022, an estimated $6K.
Winch Advisory Services first reported a position in Twitter, Inc. in Q4 2015 and held it in 11 quarters.
Winch Advisory Services's Twitter, Inc. position peaked at $12K in Q3 2021.
7 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2022.

Based on Winch Advisory Services's 13F filing for Q4 2022, filed 26 Jan 2023.