EP Wealth Advisors’s Twitter, Inc. TWTR Stock Holding History

EP 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
2021 Q4	–	Sell	-4,677	Closed	-$282K	–	574
2021 Q3	$282K	Buy	4,677 +1,197	+34%	+$78.6K	0.01%	444
2021 Q2	$239K	Buy	3,480 +317	+10%	+$19.4K	0.01%	488
2021 Q1	$201K	Sell	3,163 -706	-18%	-$43.1K	0.01%	477
2020 Q4	$209K	Buy	+3,869	New	+$185K	0.01%	405
2018 Q3	–	Sell	-8,969	Closed	-$392K	–	286
2018 Q2	$392K	Hold	8,969	–	–	0.04%	137
2018 Q1	$260K	Hold	8,969	–	–	0.03%	173
2017 Q4	$215K	Buy	+8,969	New	+$184K	0.02%	182
2017 Q3	–	Sell	-11,819	Closed	-$211K	–	191
2017 Q2	$211K	Buy	+11,819	New	+$201K	0.03%	171
2016 Q3	–	Sell	-12,619	Closed	-$213K	–	147
2016 Q2	$213K	Sell	12,619 -5,000	-28%	-$78.1K	0.03%	122
2016 Q1	$292K	Buy	+17,619	New	+$309K	0.04%	107

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 $154B AUM 29.96% 1-Year Est. Return

EP Wealth Advisors's TWTR Position: Q4 2021 in Review

EP Wealth Advisors sold out of Twitter, Inc. (TWTR) in Q4 2021, closing a stake of 4,677 shares — an estimated $282K sold.

EP Wealth Advisors first reported a position in TWTR in Q1 2016 and held it in 10 quarters. The position peaked at $392K in Q2 2018. 988 funds tracked by Wall St. Rank hold TWTR as of Q4 2021.

EP Wealth Advisors reported no remaining Twitter, Inc. position as of Q4 2021 after selling out during the quarter.
EP Wealth Advisors sold 4,677 Twitter, Inc. shares in Q4 2021, an estimated $282K.
EP Wealth Advisors first reported a position in Twitter, Inc. in Q1 2016 and held it in 10 quarters.
EP Wealth Advisors's Twitter, Inc. position peaked at $392K in Q2 2018.
988 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2021.

Based on EP Wealth Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.