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Accel Wealth Management’s Twilio TWLO Stock Holding History

Accel 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
-75
Closed -$5K – 811
2023
Q1 		$5K Hold
75
– – ﹤0.01% 1010
2022
Q4 		$3.67K Hold
75
– – ﹤0.01% 851
2022
Q3 		$6K Buy
75
+6
+9% +$479 ﹤0.01% 826
2022
Q2 		$6K Hold
69
– – ﹤0.01% 792
2022
Q1 		$12K Buy
69
+9
+15% +$1.64K 0.01% 685
2021
Q4 		$16K Hold
60
– – 0.01% 616
2021
Q3 		$19K Hold
60
– – 0.01% 515
2021
Q2 		$24K Hold
60
– – 0.02% 497
2021
Q1 		$20K Hold
60
– – 0.02% 510
2020
Q4 		$20K Buy
+60
New +$18.7K 0.02% 492

Other funds holding TWLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Accel Wealth Management sold out of Twilio (TWLO) in Q2 2023, closing a stake of 75 shares — an estimated $5K sold.

Accel Wealth Management first reported a position in TWLO in Q4 2020 and held it in 10 quarters. The position peaked at $24K in Q2 2021. 619 funds tracked by Wall St. Rank hold TWLO as of Q2 2023.

  • Accel Wealth Management reported no remaining Twilio position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 75 Twilio shares in Q2 2023, an estimated $5K.
  • Accel Wealth Management first reported a position in Twilio in Q4 2020 and held it in 10 quarters.
  • Accel Wealth Management's Twilio position peaked at $24K in Q2 2021.
  • 619 funds tracked by Wall St. Rank held Twilio as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.