OSAM
TWTR

O'Shaughnessy Asset Management’s Twitter, Inc. TWTR Stock Holding History

O'Shaughnessy Asset Management’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
-12,460
Closed -$546K – 1487
2022
Q3 		$546K Buy
12,460
+4,645
+59% +$189K 0.01% 705
2022
Q2 		$292K Buy
+7,815
New +$335K 0.01% 880
2021
Q4 		– Sell
-4,583
Closed -$277K – 2727
2021
Q3 		$277K Buy
4,583
+800
+21% +$52.5K 0.01% 884
2021
Q2 		$260K Buy
3,783
+326
+9% +$20K 0.01% 904
2021
Q1 		$220K Buy
3,457
+1,240
+56% +$75.8K ﹤0.01% 894
2020
Q4 		$120K Buy
2,217
+515
+30% +$24.6K ﹤0.01% 1016
2020
Q3 		$76K Buy
1,702
+979
+135% +$37.6K ﹤0.01% 983
2020
Q2 		$22K Buy
723
+610
+540% +$18.4K ﹤0.01% 1135
2020
Q1 		$3K Sell
113
-6
-5% -$194 ﹤0.01% 1137
2019
Q4 		$4K Buy
+119
New +$3.92K ﹤0.01% 1543
2019
Q3 		– Sell
-1
Closed – – 1296
2019
Q2 		$0 Buy
+1
New +$37 ﹤0.01% 1270

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

O'Shaughnessy Asset Management's TWTR Position: Q4 2022 in Review

O'Shaughnessy Asset Management sold out of Twitter, Inc. (TWTR) in Q4 2022, closing a stake of 12,460 shares — an estimated $546K sold.

O'Shaughnessy Asset Management first reported a position in TWTR in Q2 2019 and held it in 11 quarters. The position peaked at $546K in Q3 2022. 7 funds tracked by Wall St. Rank hold TWTR as of Q4 2022.

  • O'Shaughnessy Asset Management reported no remaining Twitter, Inc. position as of Q4 2022 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 12,460 Twitter, Inc. shares in Q4 2022, an estimated $546K.
  • O'Shaughnessy Asset Management first reported a position in Twitter, Inc. in Q2 2019 and held it in 11 quarters.
  • O'Shaughnessy Asset Management's Twitter, Inc. position peaked at $546K in Q3 2022.
  • 7 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2022.

Based on O'Shaughnessy Asset Management's 13F filing for Q4 2022, filed 10 Feb 2023.