Security National Trust’s Twitter, Inc. TWTR Stock Holding History

Security National Trust’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 Q3	$45K	Hold	650	–	–	0.01%	274
2021 Q2	$45K	Hold	650	–	–	0.01%	282
2021 Q1	$41K	Hold	650	–	–	0.01%	280
2020 Q4	$35K	Hold	650	–	–	0.01%	285
2020 Q3	$29K	Hold	650	–	–	0.01%	288
2020 Q2	$19K	Hold	650	–	–	0.01%	313
2020 Q1	$16K	Hold	650	–	–	0.01%	330
2019 Q4	$21K	Hold	650	–	–	0.01%	320
2019 Q3	$27K	Hold	650	–	–	0.01%	275
2019 Q2	$23K	Hold	650	–	–	0.01%	286
2019 Q1	$21K	Hold	650	–	–	0.01%	287
2018 Q4	$19K	Sell	650 -250	-28%	-$7.84K	0.01%	283
2018 Q3	$26K	Hold	900	–	–	0.01%	289
2018 Q2	$39K	Hold	900	–	–	0.01%	278
2018 Q1	$26K	Hold	900	–	–	0.01%	291
2017 Q4	$21K	Hold	900	–	–	0.01%	305
2017 Q3	$15K	Hold	900	–	–	﹤0.01%	328
2017 Q2	$16K	Hold	900	–	–	0.01%	336
2017 Q1	$13K	Sell	900 -200	-18%	-$3.25K	﹤0.01%	350
2016 Q4	$18K	Sell	1,100 -1,000	-48%	-$18.3K	0.01%	334
2016 Q3	$49K	Hold	2,100	–	–	0.02%	280
2016 Q2	$35K	Hold	2,100	–	–	0.01%	298
2016 Q1	$34K	Sell	2,100 -150	-7%	-$2.63K	0.01%	296
2015 Q4	$52K	Sell	2,250 -1,500	-40%	-$40K	0.02%	260
2015 Q3	$101K	Buy	+3,750	New	+$113K	0.04%	214
2014 Q3	–	Sell	-1,000	Closed	-$41K	–	551
2014 Q2	$41K	Hold	1,000	–	–	0.02%	293
2014 Q1	$47K	Hold	1,000	–	–	0.02%	289
2013 Q4	$64K	Buy	+1,000	New	+$49.7K	0.03%	256

Other funds holding TWTR

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

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

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

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Security National Trust's TWTR Position: Q3 2021 in Review

Security National Trust held its Twitter, Inc. (TWTR) position steady in Q3 2021 at 650 shares worth $45K. The position accounts for 0.01% of the portfolio, ranked #274.

Security National Trust first reported a position in TWTR in Q4 2013 and has held it in 28 quarters since. The position peaked at $101K in Q3 2015. 952 funds tracked by Wall St. Rank hold TWTR as of Q3 2021.

Security National Trust held 650 shares of Twitter, Inc. worth $45K as of Q3 2021.
Security National Trust left its Twitter, Inc. share count unchanged in Q3 2021.
Twitter, Inc. made up 0.01% of Security National Trust's portfolio in Q3 2021, its #274 holding.
Security National Trust first reported a position in Twitter, Inc. in Q4 2013 and has held it in 28 quarters since.
Security National Trust's Twitter, Inc. position peaked at $101K in Q3 2015.
952 funds tracked by Wall St. Rank held Twitter, Inc. as of Q3 2021.

Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.