Carroll Financial Associates’s Twitter, Inc. TWTR Stock Holding History

Carroll Financial Associates’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 Q4	$23K	Sell	534 -2	-0.4%	-$104	﹤0.01%	943
2021 Q3	$32K	Buy	536 +2	+0.4%	+$131	﹤0.01%	869
2021 Q2	$36K	Sell	534 -2,219	-81%	-$136K	﹤0.01%	906
2021 Q1	$175K	Buy	2,753 +1,814	+193%	+$111K	0.01%	423
2020 Q4	$50K	Sell	939 -911	-49%	-$43.5K	﹤0.01%	699
2020 Q3	$82K	Buy	1,850 +1,208	+188%	+$46.4K	0.01%	521
2020 Q2	$19K	Buy	642 +183	+40%	+$5.52K	﹤0.01%	876
2020 Q1	$11K	Sell	459 -1,247	-73%	-$40.3K	﹤0.01%	923
2019 Q4	$54K	Buy	1,706 +1,202	+238%	+$39.5K	﹤0.01%	634
2019 Q3	$20K	Hold	504	–	–	﹤0.01%	832
2019 Q2	$17K	Hold	504	–	–	﹤0.01%	878
2019 Q1	$16K	Sell	504 -200	-28%	-$6.34K	﹤0.01%	815
2018 Q4	$22K	Hold	704	–	–	﹤0.01%	651
2018 Q3	$20K	Sell	704 -61	-8%	-$2.16K	﹤0.01%	712
2018 Q2	$33K	Sell	765 -34	-4%	-$1.19K	﹤0.01%	568
2018 Q1	$23K	Hold	799	–	–	﹤0.01%	641
2017 Q4	$19K	Hold	799	–	–	﹤0.01%	680
2017 Q3	$14K	Hold	799	–	–	﹤0.01%	750
2017 Q2	$14K	Hold	799	–	–	﹤0.01%	769
2017 Q1	$11K	Buy	799 +85	+12%	+$1.38K	﹤0.01%	814
2016 Q4	$11K	Hold	714	–	–	﹤0.01%	781
2016 Q3	$16K	Hold	714	–	–	﹤0.01%	711
2016 Q2	$12K	Buy	714 +160	+29%	+$2.5K	﹤0.01%	749
2016 Q1	$9K	Buy	554 +66	+14%	+$1.16K	﹤0.01%	796
2015 Q4	$11K	Buy	488 +128	+36%	+$3.41K	﹤0.01%	728
2015 Q3	$10K	Buy	360 +160	+80%	+$4.8K	﹤0.01%	723
2015 Q2	$7K	Hold	200	–	–	﹤0.01%	798
2015 Q1	$10K	Hold	200	–	–	﹤0.01%	525
2014 Q4	$8K	Buy	200 +100	+100%	+$4.26K	0.01%	519
2014 Q3	$3K	Hold	100	–	–	﹤0.01%	721
2014 Q2	$4K	Hold	100	–	–	﹤0.01%	758
2014 Q1	$5K	Buy	+100	New	+$5.66K	﹤0.01%	655

Other funds holding TWTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Carroll Financial Associates's TWTR Position: Q4 2021 in Review

Carroll Financial Associates reduced its Twitter, Inc. (TWTR) stake by 0.37% in Q4 2021, selling an estimated $104 and leaving 534 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #943.

Carroll Financial Associates first reported a position in TWTR in Q1 2014 and has held it in 32 quarters since. The position peaked at $175K in Q1 2021. 988 funds tracked by Wall St. Rank hold TWTR as of Q4 2021.

Carroll Financial Associates held 534 shares of Twitter, Inc. worth $23K as of Q4 2021.
Carroll Financial Associates sold 2 Twitter, Inc. shares in Q4 2021, an estimated $104.
Twitter, Inc. made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #943 holding.
Carroll Financial Associates first reported a position in Twitter, Inc. in Q1 2014 and has held it in 32 quarters since.
Carroll Financial Associates's Twitter, Inc. position peaked at $175K in Q1 2021.
988 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.