Valley National Advisers’s Twitter, Inc. TWTR Stock Holding History

Valley National Advisers’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	-51	Closed	-$3K	–	1020
2022 Q3	$3K	Hold	51	–	–	﹤0.01%	764
2022 Q2	$2K	Hold	51	–	–	﹤0.01%	791
2022 Q1	$2K	Hold	51	–	–	﹤0.01%	823
2021 Q4	$2K	Buy	+51	New	+$2.65K	﹤0.01%	821
2021 Q3	–	Sell	-104	Closed	-$7K	–	965
2021 Q2	$7K	Buy	104 +5	+5%	+$307	﹤0.01%	637
2021 Q1	$6K	Buy	99 +96	+3,200%	+$5.87K	﹤0.01%	621
2020 Q4	$0	Hold	3	–	–	﹤0.01%	876
2020 Q3	$0	Hold	3	–	–	﹤0.01%	860
2020 Q2	$0	Hold	3	–	–	﹤0.01%	878
2020 Q1	$0	Hold	3	–	–	﹤0.01%	869
2019 Q4	$0	Hold	3	–	–	﹤0.01%	841
2019 Q3	$0	Sell	3 -300	-99%	-$12.3K	﹤0.01%	841
2019 Q2	$11K	Hold	303	–	–	﹤0.01%	473
2019 Q1	$10K	Hold	303	–	–	﹤0.01%	480
2018 Q4	$9K	Hold	303	–	–	﹤0.01%	469
2018 Q3	$9K	Hold	303	–	–	﹤0.01%	449
2018 Q2	$13K	Hold	303	–	–	0.01%	396
2018 Q1	$9K	Hold	303	–	–	﹤0.01%	422
2017 Q4	$7K	Hold	303	–	–	﹤0.01%	453
2017 Q3	$5K	Hold	303	–	–	﹤0.01%	487
2017 Q2	$5K	Buy	303 +300	+10,000%	+$5.11K	﹤0.01%	483
2017 Q1	$0	Sell	3 -200	-99%	-$3.25K	﹤0.01%	687
2016 Q4	$3K	Hold	203	–	–	﹤0.01%	548
2016 Q3	$5K	Hold	203	–	–	﹤0.01%	460
2016 Q2	$3K	Hold	203	–	–	﹤0.01%	513
2016 Q1	$3K	Hold	203	–	–	﹤0.01%	512
2015 Q4	$5K	Hold	203	–	–	﹤0.01%	452
2015 Q3	$5K	Buy	203 +3	+2%	+$90	﹤0.01%	447
2015 Q2	$7K	Hold	200	–	–	﹤0.01%	424
2015 Q1	$10K	Buy	+200	New	+$8.87K	0.01%	382

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

Valley National Advisers's TWTR Position: Q4 2022 in Review

Valley National Advisers sold out of Twitter, Inc. (TWTR) in Q4 2022, closing a stake of 51 shares — an estimated $3K sold.

Valley National Advisers first reported a position in TWTR in Q1 2015 and held it in 30 quarters. The position peaked at $13K in Q2 2018. 7 funds tracked by Wall St. Rank hold TWTR as of Q4 2022.

Valley National Advisers reported no remaining Twitter, Inc. position as of Q4 2022 after selling out during the quarter.
Valley National Advisers sold 51 Twitter, Inc. shares in Q4 2022, an estimated $3K.
Valley National Advisers first reported a position in Twitter, Inc. in Q1 2015 and held it in 30 quarters.
Valley National Advisers's Twitter, Inc. position peaked at $13K in Q2 2018.
7 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2022.

Based on Valley National Advisers's 13F filing for Q4 2022, filed 12 Jan 2023.