Advisor OS’s Twilio TWLO Stock Holding History

Advisor OS’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
2021 Q4	–	Sell	-665	Closed	-$212K	–	250
2021 Q3	$212K	Sell	665 -72	-10%	-$26.2K	0.05%	218
2021 Q2	$290K	Hold	737	–	–	0.06%	194
2021 Q1	$251K	Hold	737	–	–	0.06%	176
2020 Q4	$249K	Buy	+737	New	+$230K	0.07%	122

Other funds holding TWLO

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 $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Advisor OS's TWLO Position: Q4 2021 in Review

Advisor OS sold out of Twilio (TWLO) in Q4 2021, closing a stake of 665 shares — an estimated $212K sold.

Advisor OS first reported a position in TWLO in Q4 2020 and held it in 4 quarters. The position peaked at $290K in Q2 2021. 949 funds tracked by Wall St. Rank hold TWLO as of Q4 2021.

Advisor OS reported no remaining Twilio position as of Q4 2021 after selling out during the quarter.
Advisor OS sold 665 Twilio shares in Q4 2021, an estimated $212K.
Advisor OS first reported a position in Twilio in Q4 2020 and held it in 4 quarters.
Advisor OS's Twilio position peaked at $290K in Q2 2021.
949 funds tracked by Wall St. Rank held Twilio as of Q4 2021.

Based on Advisor OS's 13F filing for Q4 2021, filed 4 Feb 2022.