CSat Investment Advisory’s Twitter, Inc. TWTR Stock Holding History

CSat Investment Advisory’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	$14K	Sell	225 -54	-19%	-$3.3K	0.01%	420
2020 Q4	$15K	Sell	279 -11,757	-98%	-$561K	0.01%	396
2020 Q3	$535K	Sell	12,036 -4,049	-25%	-$155K	0.05%	176
2020 Q2	$479K	Sell	16,085 -3,942	-20%	-$119K	0.06%	190
2020 Q1	$492K	Buy	20,027 +2,771	+16%	+$89.6K	0.1%	142
2019 Q4	$553K	Buy	17,256 +4,217	+32%	+$139K	0.15%	140
2019 Q3	$537K	Buy	13,039 +6,955	+114%	+$284K	0.17%	109
2019 Q2	$212K	Buy	6,084 +5,645	+1,286%	+$207K	0.07%	183
2019 Q1	$14K	Buy	439 +167	+61%	+$5.29K	0.01%	384
2018 Q4	$8K	Sell	272 -53	-16%	-$1.66K	﹤0.01%	450
2018 Q3	$9K	Buy	325 +170	+110%	+$6.02K	0.01%	394
2018 Q2	$7K	Buy	+155	New	+$5.44K	﹤0.01%	424
2015 Q3	–	Sell	-246,437	Closed	-$8.93M	–	20
2015 Q2	$8.93M	Sell	246,437 -37,273	-13%	-$1.52M	4.17%	19
2015 Q1	$14.2M	Sell	283,710 -14,664	-5%	-$650K	6.2%	3
2014 Q4	$10.7M	Buy	298,374 +28,449	+11%	+$1.21M	4.45%	16
2014 Q3	$13.9M	Buy	+269,925	New	+$12.2M	5.82%	1

Other funds holding TWTR

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CSat Investment Advisory's TWTR Position: Q1 2021 in Review

CSat Investment Advisory reduced its Twitter, Inc. (TWTR) stake by 19% in Q1 2021, selling an estimated $3.3K and leaving 225 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #420.

CSat Investment Advisory first reported a position in TWTR in Q3 2014 and has held it in 16 quarters since. The position peaked at $14.2M in Q1 2015. 982 funds tracked by Wall St. Rank hold TWTR as of Q1 2021.

CSat Investment Advisory held 225 shares of Twitter, Inc. worth $14K as of Q1 2021.
CSat Investment Advisory sold 54 Twitter, Inc. shares in Q1 2021, an estimated $3.3K.
Twitter, Inc. made up 0.01% of CSat Investment Advisory's portfolio in Q1 2021, its #420 holding.
CSat Investment Advisory first reported a position in Twitter, Inc. in Q3 2014 and has held it in 16 quarters since.
CSat Investment Advisory's Twitter, Inc. position peaked at $14.2M in Q1 2015.
982 funds tracked by Wall St. Rank held Twitter, Inc. as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.