RPWA
TWTR

Regent Peak Wealth Advisors’s Twitter, Inc. TWTR Stock Holding History

Regent Peak Wealth Advisors’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
Q1 		– Sell
-426
Closed -$23K – 1098
2020
Q4 		$23K Buy
+426
New +$20.3K 0.01% 436

Other funds holding TWTR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Regent Peak Wealth Advisors's TWTR Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Twitter, Inc. (TWTR) in Q1 2021, closing a stake of 426 shares — an estimated $23K sold.

Regent Peak Wealth Advisors first reported a position in TWTR in Q4 2020 and held it in 1 quarter. The position peaked at $23K in Q4 2020. 982 funds tracked by Wall St. Rank hold TWTR as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Twitter, Inc. position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 426 Twitter, Inc. shares in Q1 2021, an estimated $23K.
  • Regent Peak Wealth Advisors first reported a position in Twitter, Inc. in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Twitter, Inc. position peaked at $23K in Q4 2020.
  • 982 funds tracked by Wall St. Rank held Twitter, Inc. as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.