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 Q3	–	Sell	-1,000	Closed	-$37K	–	555
2022 Q2	$37K	Buy	+1,000	New	+$42.9K	﹤0.01%	480
2022 Q1	–	Sell	-2,600	Closed	-$113K	–	700
2021 Q4	$113K	Hold	2,600	–	–	0.01%	546
2021 Q3	$157K	Hold	2,600	–	–	0.01%	519
2021 Q2	$179K	Hold	2,600	–	–	0.01%	452
2021 Q1	$165K	Buy	+2,600	New	+$159K	0.01%	488
2018 Q3	–	Sell	-2,000	Closed	-$66K	–	1899
2018 Q2	$66K	Sell	2,000 -1,000	-33%	-$35.1K	0.01%	493
2018 Q1	$87K	Buy	+3,000	New	+$87.9K	0.01%	391
2017 Q4	–	Sell	-2,000	Closed	-$34K	–	1448
2017 Q3	$34K	Buy	+2,000	New	+$34.9K	0.01%	473

Other funds holding TWTR

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

Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return

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

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.