Albion Financial Group’s Twilio TWLO Stock Holding History

Albion Financial Group’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	-1,000	Closed	-$66.6K	–	496
2023 Q1	$66.6K	Hold	1,000	–	–	0.01%	199
2022 Q4	$49K	Hold	1,000	–	–	﹤0.01%	214
2022 Q3	$69K	Sell	1,000 -1	-0.1%	-$80	0.01%	201
2022 Q2	$84K	Sell	1,001 -3	-0.3%	-$336	0.01%	200
2022 Q1	$165K	Buy	1,004 +2	+0.2%	+$364	0.01%	206
2021 Q4	$264K	Sell	1,002 -123	-11%	-$36.8K	0.02%	195
2021 Q3	$359K	Hold	1,125	–	–	0.03%	157
2021 Q2	$443K	Buy	+1,125	New	+$391K	0.04%	151
2020 Q4	$381K	Hold	1,125	–	–	0.04%	153
2020 Q3	$278K	Buy	1,125 +125	+13%	+$30.8K	0.03%	184
2020 Q2	$219K	Buy	+1,000	New	+$161K	0.03%	196

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

Albion Financial Group's TWLO Position: Q2 2023 in Review

Albion Financial Group sold out of Twilio (TWLO) in Q2 2023, closing a stake of 1,000 shares — an estimated $66.6K sold.

Albion Financial Group first reported a position in TWLO in Q2 2020 and held it in 11 quarters. The position peaked at $443K in Q2 2021. 619 funds tracked by Wall St. Rank hold TWLO as of Q2 2023.

Albion Financial Group reported no remaining Twilio position as of Q2 2023 after selling out during the quarter.
Albion Financial Group sold 1,000 Twilio shares in Q2 2023, an estimated $66.6K.
Albion Financial Group first reported a position in Twilio in Q2 2020 and held it in 11 quarters.
Albion Financial Group's Twilio position peaked at $443K in Q2 2021.
619 funds tracked by Wall St. Rank held Twilio as of Q2 2023.

Based on Albion Financial Group's 13F filing for Q2 2023, filed 25 Jul 2023.