9258 Wealth Management’s Twilio TWLO Stock Holding History

9258 Wealth Management’s Portfolio TWLO Stock Details TWLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-3,007	Closed	-$200K	–	330
2023 Q1	$200K	Buy	+3,007	New	+$185K	0.04%	306
2022 Q2	–	Sell	-1,801	Closed	-$297K	–	359
2022 Q1	$297K	Buy	1,801 +164	+10%	+$29.9K	0.07%	283
2021 Q4	$431K	Buy	1,637 +201	+14%	+$60.1K	0.1%	218
2021 Q3	$458K	Buy	1,436 +41	+3%	+$14.9K	0.12%	185
2021 Q2	$550K	Buy	1,395 +142	+11%	+$49.3K	0.15%	151
2021 Q1	$427K	Sell	1,253 -501	-29%	-$188K	0.13%	177
2020 Q4	$594K	Buy	1,754 +577	+49%	+$180K	0.19%	133
2020 Q3	$328K	Sell	1,177 -248	-17%	-$61.1K	0.12%	189
2020 Q2	$313K	Sell	1,425 -723	-34%	-$116K	0.13%	194
2020 Q1	$235K	Buy	+2,148	New	+$236K	0.1%	225
2019 Q3	–	Sell	-1,900	Closed	-$259K	–	193
2019 Q2	$259K	Buy	+1,900	New	+$253K	0.21%	140

Other funds holding TWLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

9258 Wealth Management's TWLO Position: Q2 2023 in Review

9258 Wealth Management sold out of Twilio (TWLO) in Q2 2023, closing a stake of 3,007 shares — an estimated $200K sold.

9258 Wealth Management first reported a position in TWLO in Q2 2019 and held it in 11 quarters. The position peaked at $594K in Q4 2020. 619 funds tracked by Wall St. Rank hold TWLO as of Q2 2023.

9258 Wealth Management reported no remaining Twilio position as of Q2 2023 after selling out during the quarter.
9258 Wealth Management sold 3,007 Twilio shares in Q2 2023, an estimated $200K.
9258 Wealth Management first reported a position in Twilio in Q2 2019 and held it in 11 quarters.
9258 Wealth Management's Twilio position peaked at $594K in Q4 2020.
619 funds tracked by Wall St. Rank held Twilio as of Q2 2023.

Based on 9258 Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.