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AJ Wealth Strategies’s Twilio TWLO Stock Holding History

AJ Wealth Strategies’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
2022
Q3 		– Sell
-2,845
Closed -$238K – 322
2022
Q2 		$238K Sell
2,845
-1,210
-30% -$135K 0.01% 257
2022
Q1 		$668K Buy
4,055
+50
+1% +$9.11K 0.03% 172
2021
Q4 		$1.05M Hold
4,005
– – 0.05% 134
2021
Q3 		$1.28M Hold
4,005
– – 0.07% 115
2021
Q2 		$1.58M Sell
4,005
-750
-16% -$260K 0.09% 96
2021
Q1 		$1.62M Buy
4,755
+167
+4% +$62.6K 0.12% 84
2020
Q4 		$1.55M Buy
4,588
+488
+12% +$152K 0.14% 76
2020
Q3 		$1.01M Buy
4,100
+1,600
+64% +$394K 0.1% 88
2020
Q2 		$549K Buy
+2,500
New +$401K 0.06% 122

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

AJ Wealth Strategies's TWLO Position: Q3 2022 in Review

AJ Wealth Strategies sold out of Twilio (TWLO) in Q3 2022, closing a stake of 2,845 shares — an estimated $238K sold.

AJ Wealth Strategies first reported a position in TWLO in Q2 2020 and held it in 9 quarters. The position peaked at $1.62M in Q1 2021. 687 funds tracked by Wall St. Rank hold TWLO as of Q3 2022.

  • AJ Wealth Strategies reported no remaining Twilio position as of Q3 2022 after selling out during the quarter.
  • AJ Wealth Strategies sold 2,845 Twilio shares in Q3 2022, an estimated $238K.
  • AJ Wealth Strategies first reported a position in Twilio in Q2 2020 and held it in 9 quarters.
  • AJ Wealth Strategies's Twilio position peaked at $1.62M in Q1 2021.
  • 687 funds tracked by Wall St. Rank held Twilio as of Q3 2022.

Based on AJ Wealth Strategies's 13F filing for Q3 2022, filed 27 Oct 2022.