WRF
TWTR

Waddell & Reed Financial’s Twitter, Inc. TWTR Stock Holding History

Waddell & Reed Financial’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 		$160M Buy
2,512,290
+15,315
+0.6% +$936K 0.33% 77
2020
Q4 		$135M Buy
2,496,975
+160,158
+7% +$7.64M 0.29% 95
2020
Q3 		$104M Buy
2,336,817
+106,179
+5% +$4.07M 0.25% 108
2020
Q2 		$66.5M Buy
2,230,638
+46,039
+2% +$1.39M 0.17% 149
2020
Q1 		$53.7M Buy
2,184,599
+81,018
+4% +$2.62M 0.17% 151
2019
Q4 		$67.4M Buy
2,103,581
+155,031
+8% +$5.1M 0.17% 165
2019
Q3 		$80.3M Buy
1,948,550
+87,174
+5% +$3.56M 0.21% 140
2019
Q2 		$65M Buy
1,861,376
+688,776
+59% +$25.3M 0.16% 175
2019
Q1 		$38.6M Buy
1,172,600
+685,724
+141% +$21.7M 0.1% 256
2018
Q4 		$14M Buy
+486,876
New +$15.3M 0.04% 359
2017
Q2 		– Sell
-225,000
Closed -$3.36M – 560
2017
Q1 		$3.36M Sell
225,000
-275,000
-55% -$4.46M 0.01% 504
2016
Q4 		$8.15M Hold
500,000
– – 0.02% 434
2016
Q3 		$11.5M Sell
500,000
-30,000
-6% -$565K 0.02% 393
2016
Q2 		$8.96M Sell
530,000
-4,008,700
-88% -$62.6M 0.02% 409
2016
Q1 		$75.1M Buy
4,538,700
+13,900
+0.3% +$244K 0.14% 168
2015
Q4 		$105M Buy
4,524,800
+1,111,400
+33% +$29.6M 0.17% 150
2015
Q3 		$92M Sell
3,413,400
-411,083
-11% -$12.3M 0.15% 157
2015
Q2 		$139M Sell
3,824,483
-682,224
-15% -$27.9M 0.2% 131
2015
Q1 		$226M Buy
4,506,707
+253,340
+6% +$11.2M 0.31% 86
2014
Q4 		$153M Sell
4,253,367
-1,706,234
-29% -$72.6M 0.21% 120
2014
Q3 		$307M Buy
+5,959,601
New +$269M 0.43% 74
2014
Q1 		– Sell
-1,312,400
Closed -$83.5M – 583
2013
Q4 		$83.5M Buy
+1,312,400
New +$65.2M 0.13% 167

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Waddell & Reed Financial's TWTR Position: Q1 2021 in Review

Waddell & Reed Financial increased its Twitter, Inc. (TWTR) stake by 0.61% in Q1 2021, buying an estimated $936K and bringing the position to 2,512,290 shares worth $160M. The position accounts for 0.33% of the portfolio, ranked #77.

Waddell & Reed Financial first reported a position in TWTR in Q4 2013 and has held it in 22 quarters since. The position peaked at $307M in Q3 2014. 982 funds tracked by Wall St. Rank hold TWTR as of Q1 2021.

  • Waddell & Reed Financial held 2,512,290 shares of Twitter, Inc. worth $160M as of Q1 2021.
  • Waddell & Reed Financial bought 15,315 Twitter, Inc. shares in Q1 2021, an estimated $936K.
  • Twitter, Inc. made up 0.33% of Waddell & Reed Financial's portfolio in Q1 2021, its #77 holding.
  • Waddell & Reed Financial first reported a position in Twitter, Inc. in Q4 2013 and has held it in 22 quarters since.
  • Waddell & Reed Financial's Twitter, Inc. position peaked at $307M in Q3 2014.
  • 982 funds tracked by Wall St. Rank held Twitter, Inc. as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.