MA
TWTR

Menlo Advisors’s Twitter, Inc. TWTR Stock Holding History

Menlo Advisors’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
-149,462
Closed -$6.55M – 30
2022
Q3 		$6.55M Sell
149,462
-2,115
-1% -$86.1K 4.6% 8
2022
Q2 		$5.67M Sell
151,577
-1,128
-0.7% -$48.4K 3.76% 11
2022
Q1 		$5.91M Buy
152,705
+12,280
+9% +$449K 3.12% 13
2021
Q4 		$6.07M Buy
140,425
+32,605
+30% +$1.69M 3.02% 13
2021
Q3 		$6.51M Buy
107,820
+5,595
+5% +$367K 3.44% 9
2021
Q2 		$7.03M Sell
102,225
-805
-0.8% -$49.4K 3.79% 8
2021
Q1 		$6.55M Buy
103,030
+5,195
+5% +$318K 3.9% 8
2020
Q4 		$5.3M Hold
97,835
– – 3.51% 12
2020
Q3 		$4.35M Buy
97,835
+1,590
+2% +$61K 3.41% 10
2020
Q2 		$2.87M Buy
+96,245
New +$2.9M 2.24% 20

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 $1.84B 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

Menlo Advisors's TWTR Position: Q4 2022 in Review

Menlo Advisors sold out of Twitter, Inc. (TWTR) in Q4 2022, closing a stake of 149,462 shares — an estimated $6.55M sold.

Menlo Advisors first reported a position in TWTR in Q2 2020 and held it in 10 quarters. The position peaked at $7.03M in Q2 2021. 7 funds tracked by Wall St. Rank hold TWTR as of Q4 2022.

  • Menlo Advisors reported no remaining Twitter, Inc. position as of Q4 2022 after selling out during the quarter.
  • Menlo Advisors sold 149,462 Twitter, Inc. shares in Q4 2022, an estimated $6.55M.
  • Menlo Advisors first reported a position in Twitter, Inc. in Q2 2020 and held it in 10 quarters.
  • Menlo Advisors's Twitter, Inc. position peaked at $7.03M in Q2 2021.
  • 7 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2022.

Based on Menlo Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.