Walled Lake Planning & Wealth Management’s Twitter, Inc. TWTR Stock Holding History

Walled Lake Planning & Wealth Management’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	-1,650	Closed	-$100K	–	332
2021 Q3	$100K	Hold	1,650	–	–	0.06%	121
2021 Q2	$114K	Hold	1,650	–	–	0.07%	101
2021 Q1	$105K	Hold	1,650	–	–	0.07%	105
2020 Q4	$89K	Hold	1,650	–	–	0.07%	104
2020 Q3	$73K	Hold	1,650	–	–	0.06%	104
2020 Q2	$49K	Hold	1,650	–	–	0.04%	112
2020 Q1	$41K	Hold	1,650	–	–	0.04%	113
2019 Q4	$53K	Buy	+1,650	New	+$54.3K	0.04%	113

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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Walled Lake Planning & Wealth Management's TWTR Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Twitter, Inc. (TWTR) in Q4 2021, closing a stake of 1,650 shares — an estimated $100K sold.

Walled Lake Planning & Wealth Management first reported a position in TWTR in Q4 2019 and held it in 8 quarters. The position peaked at $114K in Q2 2021. 988 funds tracked by Wall St. Rank hold TWTR as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Twitter, Inc. position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 1,650 Twitter, Inc. shares in Q4 2021, an estimated $100K.
Walled Lake Planning & Wealth Management first reported a position in Twitter, Inc. in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's Twitter, Inc. position peaked at $114K in Q2 2021.
988 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.