BBWA
TWTR

Bell & Brown Wealth Advisors’s Twitter, Inc. TWTR Stock Holding History

Bell & Brown Wealth 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
2020
Q3 		$3.75M Sell
75,021
-875
-1% -$33.6K 2.71% 12
2020
Q2 		$2.82M Buy
75,896
+1,165
+2% +$35.1K 2.2% 18
2020
Q1 		$2.2M Buy
74,731
+1,991
+3% +$64.4K 2.04% 21
2019
Q4 		$2.43M Buy
72,740
+7,150
+11% +$235K 1.81% 20
2019
Q3 		$2.64M Sell
65,590
-100
-0.2% -$4.09K 2.17% 13
2019
Q2 		$2.29M Buy
65,690
+950
+1% +$34.9K 2.02% 15
2019
Q1 		$2.13M Sell
64,740
-1,400
-2% -$44.4K 1.94% 16
2018
Q4 		$1.9M Buy
+66,140
New +$2.07M 2.03% 15
2018
Q3 		– Sell
-70,920
Closed -$3.1M – 92
2018
Q2 		$3.1M Buy
70,920
+75
+0.1% +$2.63K 3.06% 3
2018
Q1 		$2.16M Sell
70,845
-2,375
-3% -$69.6K 2.27% 7
2017
Q4 		$1.76M Buy
+73,220
New +$1.5M 1.82% 14

Other funds holding TWTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Bell & Brown Wealth Advisors's TWTR Position: Q3 2020 in Review

Bell & Brown Wealth Advisors reduced its Twitter, Inc. (TWTR) stake by 1.2% in Q3 2020, selling an estimated $33.6K and leaving 75,021 shares worth $3.75M. The position accounts for 2.71% of the portfolio, ranked #12.

Bell & Brown Wealth Advisors first reported a position in TWTR in Q4 2017 and has held it in 11 quarters since. 814 funds tracked by Wall St. Rank hold TWTR as of Q3 2020.

  • Bell & Brown Wealth Advisors held 75,021 shares of Twitter, Inc. worth $3.75M as of Q3 2020.
  • Bell & Brown Wealth Advisors sold 875 Twitter, Inc. shares in Q3 2020, an estimated $33.6K.
  • Twitter, Inc. made up 2.71% of Bell & Brown Wealth Advisors's portfolio in Q3 2020, its #12 holding.
  • Bell & Brown Wealth Advisors first reported a position in Twitter, Inc. in Q4 2017 and has held it in 11 quarters since.
  • 814 funds tracked by Wall St. Rank held Twitter, Inc. as of Q3 2020.

Based on Bell & Brown Wealth Advisors's 13F filing for Q3 2020, filed 23 Oct 2020.