PWM
TWTR

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

Perigon 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
2022
Q3 		– Sell
-8,552
Closed -$320K – 610
2022
Q2 		$320K Sell
8,552
-183
-2% -$7.85K 0.03% 422
2022
Q1 		$338K Sell
8,735
-97
-1% -$3.54K 0.02% 433
2021
Q4 		$382K Sell
8,832
-2,119
-19% -$110K 0.03% 402
2021
Q3 		$661K Sell
10,951
-2,525
-19% -$166K 0.06% 260
2021
Q2 		$927K Buy
13,476
+1,676
+14% +$103K 0.08% 211
2021
Q1 		$751K Buy
11,800
+4,241
+56% +$259K 0.08% 225
2020
Q4 		$409K Buy
7,559
+1,669
+28% +$79.7K 0.05% 284
2020
Q3 		$262K Buy
+5,890
New +$226K 0.04% 322
2018
Q2 		– Sell
-74
Closed -$2K – 646
2018
Q1 		$2K Hold
74
– – ﹤0.01% 601
2017
Q4 		$2K Sell
74
-15,095
-100% -$310K ﹤0.01% 577
2017
Q3 		$256K Buy
15,169
+74
+0.5% +$1.29K 0.08% 177
2017
Q2 		$270K Sell
15,095
-16,114
-52% -$275K 0.06% 222
2017
Q1 		$467K Hold
31,209
– – 0.1% 182
2016
Q4 		$492K Buy
31,209
+590
+2% +$10.8K 0.11% 175
2016
Q3 		$706K Sell
30,619
-2,164
-7% -$40.7K 0.18% 115
2016
Q2 		$554K Sell
32,783
-689
-2% -$10.8K 0.15% 135
2016
Q1 		$613K Hold
33,472
– – 0.19% 101
2015
Q4 		$775K Sell
33,472
-6,431
-16% -$172K 0.21% 113
2015
Q3 		$1.07M Buy
39,903
+3,415
+9% +$102K 0.32% 86
2015
Q2 		$1.32M Buy
36,488
+3,353
+10% +$137K 0.35% 79
2015
Q1 		$1.66M Buy
33,135
+8,462
+34% +$375K 0.45% 58
2014
Q4 		$885K Buy
24,673
+6,212
+34% +$264K 0.27% 89
2014
Q3 		$952K Sell
18,461
-1,551
-8% -$70.1K 0.28% 83
2014
Q2 		$820K Buy
+20,012
New +$758K 0.23% 95

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
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Perigon Wealth Management's TWTR Position: Q3 2022 in Review

Perigon Wealth Management sold out of Twitter, Inc. (TWTR) in Q3 2022, closing a stake of 8,552 shares — an estimated $320K sold.

Perigon Wealth Management first reported a position in TWTR in Q2 2014 and held it in 24 quarters. The position peaked at $1.66M in Q1 2015. 900 funds tracked by Wall St. Rank hold TWTR as of Q3 2022.

  • Perigon Wealth Management reported no remaining Twitter, Inc. position as of Q3 2022 after selling out during the quarter.
  • Perigon Wealth Management sold 8,552 Twitter, Inc. shares in Q3 2022, an estimated $320K.
  • Perigon Wealth Management first reported a position in Twitter, Inc. in Q2 2014 and held it in 24 quarters.
  • Perigon Wealth Management's Twitter, Inc. position peaked at $1.66M in Q1 2015.
  • 900 funds tracked by Wall St. Rank held Twitter, Inc. as of Q3 2022.

Based on Perigon Wealth Management's 13F filing for Q3 2022, filed 13 Dec 2022.