Reilly Financial Advisors’s Twitter, Inc. TWTR Stock Holding History

Reilly Financial 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 Q4	$7K	Buy	171 +71	+71%	+$3.69K	﹤0.01%	797
2021 Q3	$6K	Hold	100	–	–	﹤0.01%	733
2021 Q2	$7K	Hold	100	–	–	﹤0.01%	761
2021 Q1	$6K	Buy	+100	New	+$6.11K	﹤0.01%	777
2019 Q4	–	Sell	-8	Closed	–	–	946
2019 Q3	$0	Hold	8	–	–	﹤0.01%	990
2019 Q2	$0	Hold	8	–	–	﹤0.01%	1023
2019 Q1	$0	Hold	8	–	–	﹤0.01%	1008
2018 Q4	$0	Buy	+8	New	+$251	﹤0.01%	1045
2017 Q3	–	Sell	-100	Closed	-$2K	–	1030
2017 Q2	$2K	Buy	+100	New	+$1.7K	﹤0.01%	886
2017 Q1	–	Sell	-300	Closed	-$5K	–	971
2016 Q4	$5K	Hold	300	–	–	﹤0.01%	683
2016 Q3	$7K	Hold	300	–	–	﹤0.01%	599
2016 Q2	$5K	Buy	+300	New	+$4.68K	﹤0.01%	616
2015 Q3	–	Sell	-1,300	Closed	-$47K	–	1413
2015 Q2	$47K	Buy	1,300 +650	+100%	+$26.6K	0.01%	451
2015 Q1	$33K	Buy	+650	New	+$28.8K	0.01%	522
2014 Q4	–	Sell	-300	Closed	-$15K	–	873
2014 Q3	$15K	Hold	300	–	–	﹤0.01%	451
2014 Q2	$13K	Buy	300 +100	+50%	+$3.79K	﹤0.01%	504
2014 Q1	$9K	Buy	+200	New	+$11.3K	﹤0.01%	578

Other funds holding TWTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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 New York $115B AUM 24.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Reilly Financial Advisors's TWTR Position: Q4 2021 in Review

Reilly Financial Advisors increased its Twitter, Inc. (TWTR) stake by 71% in Q4 2021, buying an estimated $3.69K and bringing the position to 171 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #797.

Reilly Financial Advisors first reported a position in TWTR in Q1 2014 and has held it in 17 quarters since. The position peaked at $47K in Q2 2015. 988 funds tracked by Wall St. Rank hold TWTR as of Q4 2021.

Reilly Financial Advisors held 171 shares of Twitter, Inc. worth $7K as of Q4 2021.
Reilly Financial Advisors bought 71 Twitter, Inc. shares in Q4 2021, an estimated $3.69K.
Twitter, Inc. made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #797 holding.
Reilly Financial Advisors first reported a position in Twitter, Inc. in Q1 2014 and has held it in 17 quarters since.
Reilly Financial Advisors's Twitter, Inc. position peaked at $47K in Q2 2015.
988 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.