SWA
TWTR

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

SFMG 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
Q4 		– Sell
-6,782
Closed -$410K – 306
2021
Q3 		$410K Sell
6,782
-130
-2% -$8.54K 0.05% 165
2021
Q2 		$476K Buy
6,912
+130
+2% +$7.97K 0.05% 152
2021
Q1 		$432K Buy
6,782
+1,444
+27% +$88.3K 0.05% 155
2020
Q4 		$289K Hold
5,338
– – 0.04% 169
2020
Q3 		$238K Buy
+5,338
New +$205K 0.03% 155
2015
Q2 		– Sell
-4,000
Closed -$200K – 179
2015
Q1 		$200K Buy
+4,000
New +$177K 0.02% 169

Other funds holding TWTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
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
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

SFMG Wealth Advisors's TWTR Position: Q4 2021 in Review

SFMG Wealth Advisors sold out of Twitter, Inc. (TWTR) in Q4 2021, closing a stake of 6,782 shares — an estimated $410K sold.

SFMG Wealth Advisors first reported a position in TWTR in Q1 2015 and held it in 6 quarters. The position peaked at $476K in Q2 2021. 988 funds tracked by Wall St. Rank hold TWTR as of Q4 2021.

  • SFMG Wealth Advisors reported no remaining Twitter, Inc. position as of Q4 2021 after selling out during the quarter.
  • SFMG Wealth Advisors sold 6,782 Twitter, Inc. shares in Q4 2021, an estimated $410K.
  • SFMG Wealth Advisors first reported a position in Twitter, Inc. in Q1 2015 and held it in 6 quarters.
  • SFMG Wealth Advisors's Twitter, Inc. position peaked at $476K in Q2 2021.
  • 988 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2021.

Based on SFMG Wealth Advisors's 13F filing for Q4 2021, filed 31 Jan 2022.