BWP
TWTR

Bernardo Wealth Planning’s Twitter, Inc. TWTR Stock Holding History

Bernardo Wealth Planning’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
2021
Q1 		– Sell
-6,237
Closed -$337K – 173
2020
Q4 		$337K Hold
6,237
– – 0.13% 125
2020
Q3 		$277K Buy
+6,237
New +$239K 0.12% 124
2020
Q1 		– Sell
-6,810
Closed -$218K – 171
2019
Q4 		$218K Sell
6,810
-419
-6% -$13.8K 0.13% 153
2019
Q3 		$297K Buy
7,229
+300
+4% +$12.3K 0.22% 117
2019
Q2 		$242K Hold
6,929
– – 0.19% 120
2019
Q1 		$228K Buy
+6,929
New +$220K 0.18% 122

Other funds holding TWTR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Bernardo Wealth Planning's TWTR Position: Q1 2021 in Review

Bernardo Wealth Planning sold out of Twitter, Inc. (TWTR) in Q1 2021, closing a stake of 6,237 shares — an estimated $337K sold.

Bernardo Wealth Planning first reported a position in TWTR in Q1 2019 and held it in 6 quarters. The position peaked at $337K in Q4 2020. 982 funds tracked by Wall St. Rank hold TWTR as of Q1 2021.

  • Bernardo Wealth Planning reported no remaining Twitter, Inc. position as of Q1 2021 after selling out during the quarter.
  • Bernardo Wealth Planning sold 6,237 Twitter, Inc. shares in Q1 2021, an estimated $337K.
  • Bernardo Wealth Planning first reported a position in Twitter, Inc. in Q1 2019 and held it in 6 quarters.
  • Bernardo Wealth Planning's Twitter, Inc. position peaked at $337K in Q4 2020.
  • 982 funds tracked by Wall St. Rank held Twitter, Inc. as of Q1 2021.

Based on Bernardo Wealth Planning's 13F filing for Q1 2021, filed 23 Apr 2021.