VFA
TWTR

Valeo Financial Advisors’s Twitter, Inc. TWTR Stock Holding History

Valeo Financial 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
-5,140
Closed -$225K – 623
2022
Q3 		$225K Sell
5,140
-3,145
-38% -$128K 0.01% 419
2022
Q2 		$310K Sell
8,285
-5,645
-41% -$242K 0.02% 334
2022
Q1 		$539K Buy
13,930
+4,397
+46% +$161K 0.03% 310
2021
Q4 		$412K Sell
9,533
-231
-2% -$12K 0.02% 354
2021
Q3 		$590K Buy
9,764
+179
+2% +$11.8K 0.03% 267
2021
Q2 		$660K Buy
9,585
+3,337
+53% +$205K 0.04% 218
2021
Q1 		$398K Buy
6,248
+1,451
+30% +$88.7K 0.02% 307
2020
Q4 		$260K Buy
4,797
+1,120
+30% +$53.5K 0.01% 367
2020
Q3 		$164K Sell
3,677
-598
-14% -$22.9K 0.01% 362
2020
Q2 		$127K Buy
4,275
+552
+15% +$16.6K 0.01% 431
2020
Q1 		$103K Sell
3,723
-115
-3% -$3.72K 0.01% 418
2019
Q4 		$123K Sell
3,838
-431
-10% -$14.2K 0.01% 418
2019
Q3 		$176K Buy
4,269
+25
+0.6% +$1.02K 0.02% 320
2019
Q2 		$148K Sell
4,244
-10
-0.2% -$367 0.02% 350
2019
Q1 		$140K Sell
4,254
-205
-5% -$6.5K 0.02% 353
2018
Q4 		$128K Sell
4,459
-21
-0.5% -$659 0.02% 332
2018
Q3 		$155K Sell
4,480
-4,972
-53% -$176K 0.02% 317
2018
Q2 		$310K Buy
9,452
+1,196
+14% +$42K 0.04% 219
2018
Q1 		$240K Buy
8,256
+1,214
+17% +$35.6K 0.04% 232
2017
Q4 		$169K Buy
7,042
+352
+5% +$7.23K 0.03% 264
2017
Q3 		$113K Buy
+6,690
New +$117K 0.03% 275

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 $1.65B 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

Valeo Financial Advisors's TWTR Position: Q4 2022 in Review

Valeo Financial Advisors sold out of Twitter, Inc. (TWTR) in Q4 2022, closing a stake of 5,140 shares — an estimated $225K sold.

Valeo Financial Advisors first reported a position in TWTR in Q3 2017 and held it in 21 quarters. The position peaked at $660K in Q2 2021. 7 funds tracked by Wall St. Rank hold TWTR as of Q4 2022.

  • Valeo Financial Advisors reported no remaining Twitter, Inc. position as of Q4 2022 after selling out during the quarter.
  • Valeo Financial Advisors sold 5,140 Twitter, Inc. shares in Q4 2022, an estimated $225K.
  • Valeo Financial Advisors first reported a position in Twitter, Inc. in Q3 2017 and held it in 21 quarters.
  • Valeo Financial Advisors's Twitter, Inc. position peaked at $660K in Q2 2021.
  • 7 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2022.

Based on Valeo Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.