Bank of Montreal’s Twitter, Inc. TWTR Stock Holding History

Bank of Montreal’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	-3,221,411	Closed	-$142K	–	4578
2022 Q3	$142K	Sell	3,221,411 -387,788	-11%	-$15.8M	0.06%	174
2022 Q2	$144K	Sell	3,609,199 -2,414,554	-40%	-$104M	0.07%	191
2022 Q1	$236M	Buy	6,023,753 +472,104	+9%	+$17.2M	0.11%	143
2021 Q4	$247M	Sell	5,551,649 -737,041	-12%	-$38.3M	0.13%	132
2021 Q3	$390M	Sell	6,288,690 -1,751,166	-22%	-$115M	0.18%	102
2021 Q2	$555M	Buy	8,039,856 +1,101,934	+16%	+$67.6M	0.28%	73
2021 Q1	$494M	Buy	6,937,922 +1,839,861	+36%	+$112M	0.32%	66
2020 Q4	$246M	Sell	5,098,061 -784,030	-13%	-$37.4M	0.16%	115
2020 Q3	$268M	Buy	5,882,091 +3,625,725	+161%	+$139M	0.22%	93
2020 Q2	$80.6M	Buy	2,256,366 +1,231,738	+120%	+$37.1M	0.07%	226
2020 Q1	$23.6M	Sell	1,024,628 -312,657	-23%	-$10.1M	0.03%	449
2019 Q4	$42.9M	Sell	1,337,285 -162,814	-11%	-$5.36M	0.03%	442
2019 Q3	$61.8M	Sell	1,500,099 -114,408	-7%	-$4.67M	0.05%	293
2019 Q2	$56.3M	Buy	1,614,507 +338,784	+27%	+$12.4M	0.05%	340
2019 Q1	$41.9M	Buy	1,275,723 +129,036	+11%	+$4.09M	0.04%	392
2018 Q4	$33M	Buy	1,146,687 +277,757	+32%	+$8.71M	0.03%	433
2018 Q3	$24.7M	Buy	868,930 +242,145	+39%	+$8.57M	0.02%	576
2018 Q2	$27.4M	Sell	626,785 -698,381	-53%	-$24.5M	0.02%	515
2018 Q1	$38.4M	Buy	1,325,166 +1,273,035	+2,442%	+$37.3M	0.03%	422
2017 Q4	$1.25M	Sell	52,131 -45,245	-46%	-$929K	﹤0.01%	1847
2017 Q3	$1.64M	Buy	97,376 +2,027	+2%	+$35.4K	﹤0.01%	1715
2017 Q2	$1.7M	Buy	95,349 +35,911	+60%	+$612K	﹤0.01%	1711
2017 Q1	$889K	Sell	59,438 -97,934	-62%	-$1.59M	﹤0.01%	1903
2016 Q4	$2.91M	Sell	157,372 -214,681	-58%	-$3.94M	﹤0.01%	1345
2016 Q3	$8.58M	Buy	372,053 +263,256	+242%	+$4.95M	0.01%	886
2016 Q2	$1.84M	Buy	108,797 +49,957	+85%	+$780K	﹤0.01%	1550
2016 Q1	$974K	Buy	58,840 +11,299	+24%	+$198K	﹤0.01%	1769
2015 Q4	$1.1M	Buy	47,541 +14,494	+44%	+$387K	﹤0.01%	1669
2015 Q3	$890K	Buy	33,047 +7,220	+28%	+$217K	﹤0.01%	1616
2015 Q2	$935K	Sell	25,827 -388,047	-94%	-$15.9M	﹤0.01%	1691
2015 Q1	$20.7M	Buy	413,874 +376,150	+997%	+$16.7M	0.02%	494
2014 Q4	$1.35M	Sell	37,724 -21	-0.1%	-$894	﹤0.01%	1564
2014 Q3	$1.95M	Buy	37,745 +32,002	+557%	+$1.45M	﹤0.01%	1481
2014 Q2	$235K	Buy	5,743 +4,080	+245%	+$154K	﹤0.01%	2446
2014 Q1	$78K	Sell	1,663 -4,803	-74%	-$272K	﹤0.01%	2914
2013 Q4	$411K	Buy	+6,466	New	+$321K	﹤0.01%	1894

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 $537M AUM 18.24% 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

Bank of Montreal's TWTR Position: Q4 2022 in Review

Bank of Montreal sold out of Twitter, Inc. (TWTR) in Q4 2022, closing a stake of 3,221,411 shares — an estimated $142K sold.

Bank of Montreal first reported a position in TWTR in Q4 2013 and held it in 36 quarters. The position peaked at $555M in Q2 2021. 7 funds tracked by Wall St. Rank hold TWTR as of Q4 2022.

Bank of Montreal reported no remaining Twitter, Inc. position as of Q4 2022 after selling out during the quarter.
Bank of Montreal sold 3,221,411 Twitter, Inc. shares in Q4 2022, an estimated $142K.
Bank of Montreal first reported a position in Twitter, Inc. in Q4 2013 and held it in 36 quarters.
Bank of Montreal's Twitter, Inc. position peaked at $555M in Q2 2021.
7 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2022.

Based on Bank of Montreal's 13F filing for Q4 2022, filed 1 Feb 2023.