LOPW
TWTR

Live Oak Private Wealth’s Twitter, Inc. TWTR Stock Holding History

Live Oak Private Wealth’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
-129,121
Closed -$5M – 180
2022
Q1 		$5M Buy
129,121
+16,570
+15% +$605K 0.97% 45
2021
Q4 		$4.86M Buy
112,551
+7,177
+7% +$373K 0.91% 47
2021
Q3 		$6.36M Buy
105,374
+4,979
+5% +$327K 1.29% 27
2021
Q2 		$6.91M Buy
100,395
+25,021
+33% +$1.53M 1.52% 20
2021
Q1 		$4.8M Sell
75,374
-49,874
-40% -$3.05M 1.18% 41
2020
Q4 		$6.78M Buy
125,248
+4,963
+4% +$237K 1.9% 13
2020
Q3 		$5.35M Sell
120,285
-1,665
-1% -$63.9K 1.84% 18
2020
Q2 		$3.63M Buy
+121,950
New +$3.68M 1.32% 35

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

Live Oak Private Wealth's TWTR Position: Q2 2022 in Review

Live Oak Private Wealth sold out of Twitter, Inc. (TWTR) in Q2 2022, closing a stake of 129,121 shares — an estimated $5M sold.

Live Oak Private Wealth first reported a position in TWTR in Q2 2020 and held it in 8 quarters. The position peaked at $6.91M in Q2 2021. 900 funds tracked by Wall St. Rank hold TWTR as of Q2 2022.

  • Live Oak Private Wealth reported no remaining Twitter, Inc. position as of Q2 2022 after selling out during the quarter.
  • Live Oak Private Wealth sold 129,121 Twitter, Inc. shares in Q2 2022, an estimated $5M.
  • Live Oak Private Wealth first reported a position in Twitter, Inc. in Q2 2020 and held it in 8 quarters.
  • Live Oak Private Wealth's Twitter, Inc. position peaked at $6.91M in Q2 2021.
  • 900 funds tracked by Wall St. Rank held Twitter, Inc. as of Q2 2022.

Based on Live Oak Private Wealth's 13F filing for Q2 2022, filed 27 Jul 2022.