AIA
TWTR

Avalon Investment & Advisory’s Twitter, Inc. TWTR Stock Holding History

Avalon Investment & Advisory’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
-868,203
Closed -$38.1M – 331
2022
Q3 		$38.1M Sell
868,203
-24,165
-3% -$984K 1.18% 30
2022
Q2 		$33.4M Buy
892,368
+9,955
+1% +$427K 0.94% 40
2022
Q1 		$34.1M Buy
882,413
+8,411
+1% +$307K 0.83% 45
2021
Q4 		$37.8M Sell
874,002
-63,938
-7% -$3.32M 0.93% 38
2021
Q3 		$56.6M Sell
937,940
-8,602
-0.9% -$565K 1.31% 22
2021
Q2 		$65.1M Buy
946,542
+33,431
+4% +$2.05M 1.44% 14
2021
Q1 		$58.1M Buy
913,111
+10,935
+1% +$668K 1.33% 15
2020
Q4 		$48.9M Sell
902,176
-10,832
-1% -$517K 1% 22
2020
Q3 		$40.6M Buy
+913,008
New +$35M 0.9% 27
2015
Q3 		– Sell
-390,013
Closed -$14.1M – 275
2015
Q2 		$14.1M Sell
390,013
-11,437
-3% -$467K 0.61% 67
2015
Q1 		$20.1M Buy
401,450
+261,047
+186% +$11.6M 0.88% 39
2014
Q4 		$5.04M Buy
140,403
+131,950
+1,561% +$5.62M 0.23% 110
2014
Q3 		$436K Sell
8,453
-445
-5% -$20.1K 0.02% 154
2014
Q2 		$365K Buy
+8,898
New +$337K 0.02% 160

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 $537M AUM 18.24% 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

Avalon Investment & Advisory's TWTR Position: Q4 2022 in Review

Avalon Investment & Advisory sold out of Twitter, Inc. (TWTR) in Q4 2022, closing a stake of 868,203 shares — an estimated $38.1M sold.

Avalon Investment & Advisory first reported a position in TWTR in Q2 2014 and held it in 14 quarters. The position peaked at $65.1M in Q2 2021. 7 funds tracked by Wall St. Rank hold TWTR as of Q4 2022.

  • Avalon Investment & Advisory reported no remaining Twitter, Inc. position as of Q4 2022 after selling out during the quarter.
  • Avalon Investment & Advisory sold 868,203 Twitter, Inc. shares in Q4 2022, an estimated $38.1M.
  • Avalon Investment & Advisory first reported a position in Twitter, Inc. in Q2 2014 and held it in 14 quarters.
  • Avalon Investment & Advisory's Twitter, Inc. position peaked at $65.1M in Q2 2021.
  • 7 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2022.

Based on Avalon Investment & Advisory's 13F filing for Q4 2022, filed 13 Feb 2023.