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

Oxford 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
2020 Q2	–	Sell	-8,725	Closed	-$214K	–	213
2020 Q1	$214K	Buy	+8,725	New	+$282K	0.04%	145

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

Oxford Financial Group's TWTR Position: Q2 2020 in Review

Oxford Financial Group sold out of Twitter, Inc. (TWTR) in Q2 2020, closing a stake of 8,725 shares — an estimated $214K sold.

Oxford Financial Group first reported a position in TWTR in Q1 2020 and held it in 1 quarter. The position peaked at $214K in Q1 2020. 765 funds tracked by Wall St. Rank hold TWTR as of Q2 2020.

Oxford Financial Group reported no remaining Twitter, Inc. position as of Q2 2020 after selling out during the quarter.
Oxford Financial Group sold 8,725 Twitter, Inc. shares in Q2 2020, an estimated $214K.
Oxford Financial Group first reported a position in Twitter, Inc. in Q1 2020 and held it in 1 quarter.
Oxford Financial Group's Twitter, Inc. position peaked at $214K in Q1 2020.
765 funds tracked by Wall St. Rank held Twitter, Inc. as of Q2 2020.

Based on Oxford Financial Group's 13F filing for Q2 2020, filed 5 Aug 2020.