NFG
TWTR

Next Financial Group’s Twitter, Inc. TWTR Stock Holding History

Next Financial Group’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 		$1.6M Buy
36,981
+4,670
+14% +$243K 0.11% 214
2021
Q3 		$1.95M Buy
32,311
+24
+0.1% +$1.58K 0.15% 148
2021
Q2 		$2.22M Buy
32,287
+8,676
+37% +$532K 0.18% 133
2021
Q1 		$1.5M Buy
23,611
+17,126
+264% +$1.05M 0.13% 170
2020
Q4 		$351K Sell
6,485
-1,938
-23% -$92.5K 0.03% 501
2020
Q3 		$375K Buy
8,423
+1,379
+20% +$52.9K 0.04% 426
2020
Q2 		$210K Buy
7,044
+493
+8% +$14.9K 0.02% 523
2020
Q1 		$161K Sell
6,551
-8,388
-56% -$271K 0.02% 612
2019
Q4 		$479K Buy
14,939
+41
+0.3% +$1.35K 0.05% 383
2019
Q3 		$614K Buy
14,898
+180
+1% +$7.35K 0.07% 313
2019
Q2 		$514K Buy
14,718
+1,201
+9% +$44.1K 0.06% 338
2019
Q1 		$445K Sell
13,517
-7,939
-37% -$252K 0.11% 139
2018
Q4 		$617K Buy
21,456
+7,407
+53% +$232K 0.13% 184
2018
Q3 		$400K Buy
14,049
+200
+1% +$7.08K 0.19% 115
2018
Q2 		$605K Sell
13,849
-6,270
-31% -$220K 0.23% 113
2018
Q1 		$584K Sell
20,119
-1,481
-7% -$43.4K 0.12% 187
2017
Q4 		$519K Buy
21,600
+2,915
+16% +$59.9K 0.22% 129
2017
Q3 		$348K Buy
18,685
+7,655
+69% +$134K 0.1% 213
2017
Q2 		$197K Buy
11,030
+650
+6% +$11.1K 0.05% 359
2017
Q1 		$171K Sell
10,380
-16,610
-62% -$270K 0.05% 347
2016
Q4 		$440K Sell
26,990
-20,400
-43% -$374K 0.08% 286
2016
Q3 		$1.09M Buy
47,390
+35,686
+305% +$672K 0.2% 122
2016
Q2 		$197K Buy
11,704
+2,195
+23% +$34.3K 0.06% 305
2016
Q1 		$157K Buy
9,509
+250
+3% +$4.38K 0.06% 334
2015
Q4 		$214K Buy
9,259
+3,089
+50% +$82.4K 0.08% 258
2015
Q3 		$166K Buy
6,170
+744
+14% +$22.3K 0.06% 318
2015
Q2 		$196K Buy
5,426
+3,751
+224% +$153K 0.07% 305
2015
Q1 		$83K Buy
1,675
+380
+29% +$16.8K 0.03% 517
2014
Q4 		$46K Sell
1,295
-4,975
-79% -$212K 0.02% 689
2014
Q3 		$323K Buy
6,270
+5,905
+1,618% +$267K 0.06% 331
2014
Q2 		$16K Buy
+365
New +$13.8K 0.01% 666

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

Next Financial Group's TWTR Position: Q4 2021 in Review

Next Financial Group increased its Twitter, Inc. (TWTR) stake by 14% in Q4 2021, buying an estimated $243K and bringing the position to 36,981 shares worth $1.6M. The position accounts for 0.11% of the portfolio, ranked #214.

Next Financial Group first reported a position in TWTR in Q2 2014 and has held it in 31 quarters since. The position peaked at $2.22M in Q2 2021. 988 funds tracked by Wall St. Rank hold TWTR as of Q4 2021.

  • Next Financial Group held 36,981 shares of Twitter, Inc. worth $1.6M as of Q4 2021.
  • Next Financial Group bought 4,670 Twitter, Inc. shares in Q4 2021, an estimated $243K.
  • Twitter, Inc. made up 0.11% of Next Financial Group's portfolio in Q4 2021, its #214 holding.
  • Next Financial Group first reported a position in Twitter, Inc. in Q2 2014 and has held it in 31 quarters since.
  • Next Financial Group's Twitter, Inc. position peaked at $2.22M in Q2 2021.
  • 988 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2021.

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