Fortem Financial Group’s Twitter, Inc. TWTR Stock Holding History

Fortem Financial Group’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
2020 Q3	–	Sell	-1,500	Closed	-$4K	–	165
2020 Q2	$4K	Buy	+1,500	New	+$45.2K	﹤0.01%	129

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

Fortem Financial Group's TWTR Position: Q1 2021 in Review

Fortem Financial Group sold out of Twitter, Inc. (TWTR) in Q1 2021, closing a stake of 3,133 shares — an estimated $170K sold.

Fortem Financial Group first reported a position in TWTR in Q4 2018 and held it in 9 quarters. The position peaked at $933K in Q3 2019. 982 funds tracked by Wall St. Rank hold TWTR as of Q1 2021.

Fortem Financial Group reported no remaining Twitter, Inc. position as of Q1 2021 after selling out during the quarter.
Fortem Financial Group sold 3,133 Twitter, Inc. shares in Q1 2021, an estimated $170K.
Fortem Financial Group first reported a position in Twitter, Inc. in Q4 2018 and held it in 9 quarters.
Fortem Financial Group's Twitter, Inc. position peaked at $933K in Q3 2019.
982 funds tracked by Wall St. Rank held Twitter, Inc. as of Q1 2021.

Based on Fortem Financial Group's 13F filing for Q1 2021, filed 20 Apr 2021.