VHAM
TWTR

Van Hulzen Asset Management’s Twitter, Inc. TWTR Stock Holding History

Van Hulzen 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
-20,556
Closed -$901K – 305
2022
Q3 		$901K Buy
+20,556
New +$837K 0.11% 121
2021
Q1 		– Sell
-4,163
Closed -$225K – 319
2020
Q4 		$225K Buy
+4,163
New +$199K 0.03% 253
2020
Q1 		– Sell
-124,863
Closed -$4M – 311
2019
Q4 		$4M Buy
+124,863
New +$4.11M 0.78% 40
2017
Q2 		– Sell
-12,950
Closed -$194K – 151
2017
Q1 		$194K Sell
12,950
-1,811
-12% -$29.4K 0.09% 122
2016
Q4 		$241K Sell
14,761
-425
-3% -$7.79K 0.11% 110
2016
Q3 		$350K Sell
15,186
-2,800
-16% -$52.7K 0.19% 84
2016
Q2 		$304K Buy
17,986
+4,336
+32% +$67.7K 0.17% 87
2016
Q1 		$226K Sell
13,650
-1,600
-10% -$28K 0.13% 100
2015
Q4 		$353K Buy
15,250
+500
+3% +$13.3K 0.22% 83
2015
Q3 		$397K Buy
14,750
+2,610
+21% +$78.3K 0.26% 77
2015
Q2 		$440K Buy
12,140
+2,140
+21% +$87.5K 0.24% 86
2015
Q1 		$501K Buy
+10,000
New +$443K 0.31% 77

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

Van Hulzen Asset Management's TWTR Position: Q4 2022 in Review

Van Hulzen Asset Management sold out of Twitter, Inc. (TWTR) in Q4 2022, closing a stake of 20,556 shares — an estimated $901K sold.

Van Hulzen Asset Management first reported a position in TWTR in Q1 2015 and held it in 12 quarters. The position peaked at $4M in Q4 2019. 7 funds tracked by Wall St. Rank hold TWTR as of Q4 2022.

  • Van Hulzen Asset Management reported no remaining Twitter, Inc. position as of Q4 2022 after selling out during the quarter.
  • Van Hulzen Asset Management sold 20,556 Twitter, Inc. shares in Q4 2022, an estimated $901K.
  • Van Hulzen Asset Management first reported a position in Twitter, Inc. in Q1 2015 and held it in 12 quarters.
  • Van Hulzen Asset Management's Twitter, Inc. position peaked at $4M in Q4 2019.
  • 7 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2022.

Based on Van Hulzen Asset Management's 13F filing for Q4 2022, filed 13 Feb 2023.