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 		– Sell
-46,800
Closed -$2.53M – 522
2020
Q4 		$2.53M Buy
+46,800
New +$2.23M 0.01% 458
2016
Q4 		– Sell
-35,000
Closed -$92K – 640
2016
Q3 		$92K Buy
+35,000
New +$659K ﹤0.01% 586

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 $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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.