JIC
TWTR

Joel Isaacson & Co’s Twitter, Inc. TWTR Stock Holding History

Joel Isaacson & Co’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
-99,598
Closed -$4.37M – 336
2022
Q3 		$4.37M Buy
99,598
+1,984
+2% +$80.8K 0.38% 30
2022
Q2 		$3.65M Buy
97,614
+2,145
+2% +$92K 0.31% 35
2022
Q1 		$4.63M Buy
95,469
+1,270
+1% +$46.4K 0.34% 34
2021
Q4 		$4.07M Buy
94,199
+270
+0.3% +$14K 0.28% 43
2021
Q3 		$5.67M Buy
93,929
+1,069
+1% +$70.2K 0.43% 30
2021
Q2 		$6.39M Buy
92,860
+2,354
+3% +$144K 0.5% 27
2021
Q1 		$5.76M Buy
90,506
+3,543
+4% +$217K 0.5% 26
2020
Q4 		$4.71M Buy
86,963
+414
+0.5% +$19.8K 0.46% 27
2020
Q3 		$3.85M Buy
86,549
+2,243
+3% +$86.1K 0.5% 24
2020
Q2 		$2.51M Buy
84,306
+1,594
+2% +$48.1K 0.36% 28
2020
Q1 		$2.03M Buy
82,712
+1,534
+2% +$49.6K 0.35% 32
2019
Q4 		$2.6M Buy
81,178
+1,514
+2% +$49.8K 0.34% 34
2019
Q3 		$3.28M Buy
79,664
+1,467
+2% +$59.9K 0.47% 27
2019
Q2 		$2.73M Buy
78,197
+28,299
+57% +$1.04M 0.4% 32
2019
Q1 		$1.64M Buy
49,898
+1,703
+4% +$54K 0.24% 51
2018
Q4 		$1.58M Sell
48,195
-754
-2% -$23.6K 0.25% 49
2018
Q3 		$1.39M Buy
48,949
+1,637
+3% +$58K 0.22% 46
2018
Q2 		$2.07M Buy
47,312
+2,230
+5% +$78.3K 0.35% 32
2018
Q1 		$1.31M Sell
45,082
-1,069
-2% -$31.3K 0.23% 46
2017
Q4 		$1.11M Buy
46,151
+3,134
+7% +$64.4K 0.19% 58
2017
Q3 		$726K Buy
43,017
+3,133
+8% +$54.7K 0.13% 81
2017
Q2 		$713K Buy
39,884
+3,904
+11% +$66.5K 0.13% 77
2017
Q1 		$538K Buy
35,980
+3,903
+12% +$63.4K 0.11% 88
2016
Q4 		$523K Buy
32,077
+1,604
+5% +$29.4K 0.11% 83
2016
Q3 		$702K Buy
30,473
+3,103
+11% +$58.4K 0.14% 68
2016
Q2 		$463K Sell
27,370
-6,007
-18% -$93.8K 0.1% 91
2016
Q1 		$552K Buy
33,377
+6,993
+27% +$123K 0.12% 80
2015
Q4 		$611K Buy
26,384
+2,093
+9% +$55.8K 0.15% 68
2015
Q3 		$654K Buy
24,291
+5,355
+28% +$161K 0.17% 58
2015
Q2 		$686K Buy
18,936
+335
+2% +$13.7K 0.18% 66
2015
Q1 		$932K Sell
18,601
-9,941
-35% -$441K 0.24% 53
2014
Q4 		$1.02M Sell
28,542
-8,134
-22% -$346K 0.28% 45
2014
Q3 		$1.89M Sell
36,676
-13,156
-26% -$595K 0.58% 22
2014
Q2 		$2.04M Buy
49,832
+49,357
+10,391% +$1.87M 0.64% 22
2014
Q1 		$22K Buy
475
+250
+111% +$14.1K 0.01% 400
2013
Q4 		$14K Buy
+225
New +$11.2K 0.01% 409

Other funds holding TWTR

IA
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
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

Joel Isaacson & Co's TWTR Position: Q4 2022 in Review

Joel Isaacson & Co sold out of Twitter, Inc. (TWTR) in Q4 2022, closing a stake of 99,598 shares — an estimated $4.37M sold.

Joel Isaacson & Co first reported a position in TWTR in Q4 2013 and held it in 36 quarters. The position peaked at $6.39M in Q2 2021. 7 funds tracked by Wall St. Rank hold TWTR as of Q4 2022.

  • Joel Isaacson & Co reported no remaining Twitter, Inc. position as of Q4 2022 after selling out during the quarter.
  • Joel Isaacson & Co sold 99,598 Twitter, Inc. shares in Q4 2022, an estimated $4.37M.
  • Joel Isaacson & Co first reported a position in Twitter, Inc. in Q4 2013 and held it in 36 quarters.
  • Joel Isaacson & Co's Twitter, Inc. position peaked at $6.39M in Q2 2021.
  • 7 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2022.

Based on Joel Isaacson & Co's 13F filing for Q4 2022, filed 27 Jan 2023.