AllSquare Wealth Management’s Twilio TWLO Stock Holding History

AllSquare 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
2022 Q4	–	Sell	-165	Closed	-$11K	–	539
2022 Q3	$11K	Hold	165	–	–	0.01%	349
2022 Q2	$14K	Hold	165	–	–	0.01%	331
2022 Q1	$27K	Hold	165	–	–	0.02%	284
2021 Q4	$43K	Hold	165	–	–	0.03%	240
2021 Q3	$53K	Hold	165	–	–	0.03%	217
2021 Q2	$65K	Hold	165	–	–	0.04%	202
2021 Q1	$56K	Buy	+165	New	+$61.8K	0.03%	212

Other funds holding TWLO

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

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

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

AIM

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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

AllSquare Wealth Management's TWLO Position: Q4 2022 in Review

AllSquare Wealth Management sold out of Twilio (TWLO) in Q4 2022, closing a stake of 165 shares — an estimated $11K sold.

AllSquare Wealth Management first reported a position in TWLO in Q1 2021 and held it in 7 quarters. The position peaked at $65K in Q2 2021. 612 funds tracked by Wall St. Rank hold TWLO as of Q4 2022.

AllSquare Wealth Management reported no remaining Twilio position as of Q4 2022 after selling out during the quarter.
AllSquare Wealth Management sold 165 Twilio shares in Q4 2022, an estimated $11K.
AllSquare Wealth Management first reported a position in Twilio in Q1 2021 and held it in 7 quarters.
AllSquare Wealth Management's Twilio position peaked at $65K in Q2 2021.
612 funds tracked by Wall St. Rank held Twilio as of Q4 2022.

Based on AllSquare Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.