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
Q3 		– Sell
-1,000
Closed -$37K – 556
2022
Q2 		$37K Buy
+1,000
New +$42.9K ﹤0.01% 481

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 $537M AUM 18.24% 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

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.