HWA
TWTR

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

HCR 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
Q3 		– Sell
-3,019
Closed -$208K – 208
2021
Q2 		$208K Buy
+3,019
New +$185K 0.04% 182
2018
Q1 		– Sell
-23,127
Closed -$75K – 178
2017
Q4 		$75K Buy
23,127
+9,865
+74% +$203K 0.03% 166
2017
Q3 		$224K Buy
13,262
+400
+3% +$6.98K 0.09% 145
2017
Q2 		$230K Sell
12,862
-38,040
-75% -$648K 0.11% 124
2017
Q1 		$43K Sell
50,902
-492
-1% -$7.99K 0.02% 150
2016
Q4 		$55K Buy
+51,394
New +$942K 0.03% 147

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
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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

HCR Wealth Advisors's TWTR Position: Q3 2021 in Review

HCR Wealth Advisors sold out of Twitter, Inc. (TWTR) in Q3 2021, closing a stake of 3,019 shares — an estimated $208K sold.

HCR Wealth Advisors first reported a position in TWTR in Q4 2016 and held it in 6 quarters. The position peaked at $230K in Q2 2017. 952 funds tracked by Wall St. Rank hold TWTR as of Q3 2021.

  • HCR Wealth Advisors reported no remaining Twitter, Inc. position as of Q3 2021 after selling out during the quarter.
  • HCR Wealth Advisors sold 3,019 Twitter, Inc. shares in Q3 2021, an estimated $208K.
  • HCR Wealth Advisors first reported a position in Twitter, Inc. in Q4 2016 and held it in 6 quarters.
  • HCR Wealth Advisors's Twitter, Inc. position peaked at $230K in Q2 2017.
  • 952 funds tracked by Wall St. Rank held Twitter, Inc. as of Q3 2021.

Based on HCR Wealth Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.