KFA
TWTR

Kelleher Financial Advisors’s Twitter, Inc. TWTR Stock Holding History

Kelleher Financial 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
-4,001
Closed -$241K – 154
2021
Q3 		$241K Hold
4,001
– – 0.11% 133
2021
Q2 		$275K Hold
4,001
– – 0.15% 98
2021
Q1 		$254K Hold
4,001
– – 0.16% 93
2020
Q4 		$216K Buy
+4,001
New +$191K 0.16% 93

Other funds holding TWTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
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
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Kelleher Financial Advisors's TWTR Position: Q4 2021 in Review

Kelleher Financial Advisors sold out of Twitter, Inc. (TWTR) in Q4 2021, closing a stake of 4,001 shares — an estimated $241K sold.

Kelleher Financial Advisors first reported a position in TWTR in Q4 2020 and held it in 4 quarters. The position peaked at $275K in Q2 2021. 988 funds tracked by Wall St. Rank hold TWTR as of Q4 2021.

  • Kelleher Financial Advisors reported no remaining Twitter, Inc. position as of Q4 2021 after selling out during the quarter.
  • Kelleher Financial Advisors sold 4,001 Twitter, Inc. shares in Q4 2021, an estimated $241K.
  • Kelleher Financial Advisors first reported a position in Twitter, Inc. in Q4 2020 and held it in 4 quarters.
  • Kelleher Financial Advisors's Twitter, Inc. position peaked at $275K in Q2 2021.
  • 988 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2021.

Based on Kelleher Financial Advisors's 13F filing for Q4 2021, filed 15 Feb 2022.