Lenox Wealth Management’s Twitter, Inc. TWTR Stock Holding History

Lenox Wealth Management’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 Q2	$3K	Hold	127	–	–	﹤0.01%	610
2020 Q1	$3K	Hold	127	–	–	﹤0.01%	578
2019 Q4	$4K	Sell	127 -568	-82%	-$18.7K	﹤0.01%	573
2019 Q3	$28K	Buy	695 +568	+447%	+$23.2K	0.01%	322
2019 Q2	$4K	Hold	127	–	–	﹤0.01%	546
2019 Q1	$4K	Sell	127 -582	-82%	-$18.4K	﹤0.01%	550
2018 Q4	$20K	Buy	709 +582	+458%	+$18.3K	0.01%	292
2018 Q3	$4K	Sell	127 -431	-77%	-$15.3K	﹤0.01%	535
2018 Q2	$24K	Sell	558 -54	-9%	-$1.9K	0.01%	274
2018 Q1	$17K	Buy	612 +485	+382%	+$14.2K	0.01%	312
2017 Q4	$3K	Hold	127	–	–	﹤0.01%	451
2017 Q3	$2K	Sell	127 -49	-28%	-$855	﹤0.01%	466
2017 Q2	$3K	Hold	176	–	–	﹤0.01%	450
2017 Q1	$3K	Sell	176 -301	-63%	-$4.89K	﹤0.01%	212
2016 Q4	$8K	Buy	477 +301	+171%	+$5.52K	0.01%	181
2016 Q3	$4K	Sell	176 -33	-16%	-$621	﹤0.01%	196
2016 Q2	$4K	Buy	209 +33	+19%	+$515	﹤0.01%	200
2016 Q1	$3K	Hold	176	–	–	﹤0.01%	218
2015 Q4	$4K	Hold	176	–	–	﹤0.01%	213
2015 Q3	$5K	Hold	176	–	–	﹤0.01%	128
2015 Q2	$6K	Hold	176	–	–	﹤0.01%	130
2015 Q1	$9K	Hold	176	–	–	0.01%	124
2014 Q4	$6K	Hold	176	–	–	﹤0.01%	135
2014 Q3	$9K	Hold	176	–	–	0.01%	129
2014 Q2	$7K	Buy	176 +25	+17%	+$946	﹤0.01%	136
2014 Q1	$7K	Buy	151 +24	+19%	+$1.36K	﹤0.01%	154
2013 Q4	$8K	Buy	+127	New	+$6.31K	0.01%	150

Other funds holding TWTR

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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

Lenox Wealth Management's TWTR Position: Q2 2020 in Review

Lenox Wealth Management held its Twitter, Inc. (TWTR) position steady in Q2 2020 at 127 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #610.

Lenox Wealth Management first reported a position in TWTR in Q4 2013 and has held it in 27 quarters since. The position peaked at $28K in Q3 2019. 765 funds tracked by Wall St. Rank hold TWTR as of Q2 2020.

Lenox Wealth Management held 127 shares of Twitter, Inc. worth $3K as of Q2 2020.
Lenox Wealth Management left its Twitter, Inc. share count unchanged in Q2 2020.
Twitter, Inc. made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #610 holding.
Lenox Wealth Management first reported a position in Twitter, Inc. in Q4 2013 and has held it in 27 quarters since.
Lenox Wealth Management's Twitter, Inc. position peaked at $28K in Q3 2019.
765 funds tracked by Wall St. Rank held Twitter, Inc. as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.