ADL
TWTR

Asset Dedication LLC’s Twitter, Inc. TWTR Stock Holding History

Asset Dedication LLC’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
-454
Closed -$20K – 1167
2022
Q3 		$20K Hold
454
– – ﹤0.01% 526
2022
Q2 		$17K Hold
454
– – ﹤0.01% 305
2022
Q1 		$18K Hold
454
– – ﹤0.01% 577
2021
Q4 		$19K Hold
454
– – ﹤0.01% 553
2021
Q3 		$27K Buy
454
+401
+757% +$26.3K ﹤0.01% 514
2021
Q2 		$4K Buy
53
+30
+130% +$1.84K ﹤0.01% 749
2021
Q1 		$1K Sell
23
-30
-57% -$1.83K ﹤0.01% 660
2020
Q4 		$3K Hold
53
– – ﹤0.01% 692
2020
Q3 		$2K Buy
53
+30
+130% +$1.15K ﹤0.01% 705
2020
Q2 		$1K Sell
23
-30
-57% -$904 ﹤0.01% 630
2020
Q1 		$2K Buy
53
+30
+130% +$970 ﹤0.01% 597
2019
Q4 		$1K Hold
23
– – ﹤0.01% 776
2019
Q3 		$1K Buy
+23
New +$940 ﹤0.01% 594
2019
Q2 		– Sell
-1,000
Closed -$33K – 652
2019
Q1 		$33K Buy
+1,000
New +$31.7K 0.01% 317
2016
Q1 		– Sell
-300
Closed -$7K – 676
2015
Q4 		$7K Buy
+300
New +$8K ﹤0.01% 438

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 $1.65B 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

Asset Dedication LLC's TWTR Position: Q4 2022 in Review

Asset Dedication LLC sold out of Twitter, Inc. (TWTR) in Q4 2022, closing a stake of 454 shares — an estimated $20K sold.

Asset Dedication LLC first reported a position in TWTR in Q4 2015 and held it in 15 quarters. The position peaked at $33K in Q1 2019. 7 funds tracked by Wall St. Rank hold TWTR as of Q4 2022.

  • Asset Dedication LLC reported no remaining Twitter, Inc. position as of Q4 2022 after selling out during the quarter.
  • Asset Dedication LLC sold 454 Twitter, Inc. shares in Q4 2022, an estimated $20K.
  • Asset Dedication LLC first reported a position in Twitter, Inc. in Q4 2015 and held it in 15 quarters.
  • Asset Dedication LLC's Twitter, Inc. position peaked at $33K in Q1 2019.
  • 7 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2022.

Based on Asset Dedication LLC's 13F filing for Q4 2022, filed 19 Jan 2023.