CWM
TWTR

Centric Wealth Management’s Twitter, Inc. TWTR Stock Holding History

Centric Wealth 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
2021
Q2 		– Sell
-11,801
Closed -$751K – 220
2021
Q1 		$751K Sell
11,801
-2,700
-19% -$165K 0.21% 114
2020
Q4 		$785K Buy
+14,501
New +$692K 0.24% 100
2020
Q3 		– Sell
-14,761
Closed -$440K – 166
2020
Q2 		$440K Buy
+14,761
New +$445K 0.23% 84

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Centric Wealth Management's TWTR Position: Q2 2021 in Review

Centric Wealth Management sold out of Twitter, Inc. (TWTR) in Q2 2021, closing a stake of 11,801 shares — an estimated $751K sold.

Centric Wealth Management first reported a position in TWTR in Q2 2020 and held it in 3 quarters. The position peaked at $785K in Q4 2020. 945 funds tracked by Wall St. Rank hold TWTR as of Q2 2021.

  • Centric Wealth Management reported no remaining Twitter, Inc. position as of Q2 2021 after selling out during the quarter.
  • Centric Wealth Management sold 11,801 Twitter, Inc. shares in Q2 2021, an estimated $751K.
  • Centric Wealth Management first reported a position in Twitter, Inc. in Q2 2020 and held it in 3 quarters.
  • Centric Wealth Management's Twitter, Inc. position peaked at $785K in Q4 2020.
  • 945 funds tracked by Wall St. Rank held Twitter, Inc. as of Q2 2021.

Based on Centric Wealth Management's 13F filing for Q2 2021, filed 21 Jul 2021.