GA
TWTR

GoalVest Advisory’s Twitter, Inc. TWTR Stock Holding History

GoalVest 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
2022
Q2 		– Sell
-621
Closed -$24K – 566
2022
Q1 		$24K Buy
+621
New +$22.7K 0.01% 186
2021
Q2 		$53K Buy
771
+150
+24% +$9.2K 0.03% 147
2021
Q1 		$40K Hold
621
– – 0.03% 128
2020
Q4 		$34K Buy
+621
New +$29.6K 0.03% 135

Other funds holding TWTR

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

GoalVest Advisory's TWTR Position: Q2 2022 in Review

GoalVest Advisory sold out of Twitter, Inc. (TWTR) in Q2 2022, closing a stake of 621 shares — an estimated $24K sold.

GoalVest Advisory first reported a position in TWTR in Q4 2020 and held it in 4 quarters. The position peaked at $53K in Q2 2021. 900 funds tracked by Wall St. Rank hold TWTR as of Q2 2022.

  • GoalVest Advisory reported no remaining Twitter, Inc. position as of Q2 2022 after selling out during the quarter.
  • GoalVest Advisory sold 621 Twitter, Inc. shares in Q2 2022, an estimated $24K.
  • GoalVest Advisory first reported a position in Twitter, Inc. in Q4 2020 and held it in 4 quarters.
  • GoalVest Advisory's Twitter, Inc. position peaked at $53K in Q2 2021.
  • 900 funds tracked by Wall St. Rank held Twitter, Inc. as of Q2 2022.

Based on GoalVest Advisory's 13F filing for Q2 2022, filed 6 Jul 2022.