MA
TWTR

Montag & Associates’s Twitter, Inc. TWTR Stock Holding History

Montag & Associates’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
-1,344
Closed -$59K – 996
2022
Q3 		$59K Sell
1,344
-500
-27% -$20.4K ﹤0.01% 510
2022
Q2 		$69K Hold
1,844
– – ﹤0.01% 478
2022
Q1 		$71K Buy
1,844
+500
+37% +$18.3K ﹤0.01% 511
2021
Q4 		$58K Hold
1,344
– – ﹤0.01% 546
2021
Q3 		$81K Hold
1,344
– – ﹤0.01% 499
2021
Q2 		$92K Hold
1,344
– – ﹤0.01% 481
2021
Q1 		$86K Hold
1,344
– – ﹤0.01% 488
2020
Q4 		$73K Buy
+1,344
New +$64.1K ﹤0.01% 497

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

Montag & Associates's TWTR Position: Q4 2022 in Review

Montag & Associates sold out of Twitter, Inc. (TWTR) in Q4 2022, closing a stake of 1,344 shares — an estimated $59K sold.

Montag & Associates first reported a position in TWTR in Q4 2020 and held it in 8 quarters. The position peaked at $92K in Q2 2021. 7 funds tracked by Wall St. Rank hold TWTR as of Q4 2022.

  • Montag & Associates reported no remaining Twitter, Inc. position as of Q4 2022 after selling out during the quarter.
  • Montag & Associates sold 1,344 Twitter, Inc. shares in Q4 2022, an estimated $59K.
  • Montag & Associates first reported a position in Twitter, Inc. in Q4 2020 and held it in 8 quarters.
  • Montag & Associates's Twitter, Inc. position peaked at $92K in Q2 2021.
  • 7 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2022.

Based on Montag & Associates's 13F filing for Q4 2022, filed 2 Feb 2023.