Alpha Family Trust’s Twilio TWLO Stock Holding History

Alpha Family Trust’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	-70,757	Closed	-$5.93M	–	59
2022 Q2	$5.93M	Sell	70,757 -36,168	-34%	-$4.05M	3.78%	10
2022 Q1	$17.6M	Buy	106,925 +4,100	+4%	+$747K	7.15%	7
2021 Q4	$27.1M	Buy	102,825 +46,355	+82%	+$13.9M	7.59%	7
2021 Q3	$18M	Buy	56,470 +13,000	+30%	+$4.73M	5.83%	6
2021 Q2	$17.8M	Buy	43,470 +34,270	+373%	+$11.9M	5.61%	7
2021 Q1	$3.13M	Buy	+9,200	New	+$3.45M	1.45%	16

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

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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 Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Alpha Family Trust's TWLO Position: Q3 2022 in Review

Alpha Family Trust sold out of Twilio (TWLO) in Q3 2022, closing a stake of 70,757 shares — an estimated $5.93M sold.

Alpha Family Trust first reported a position in TWLO in Q1 2021 and held it in 6 quarters. The position peaked at $27.1M in Q4 2021. 688 funds tracked by Wall St. Rank hold TWLO as of Q3 2022.

Alpha Family Trust reported no remaining Twilio position as of Q3 2022 after selling out during the quarter.
Alpha Family Trust sold 70,757 Twilio shares in Q3 2022, an estimated $5.93M.
Alpha Family Trust first reported a position in Twilio in Q1 2021 and held it in 6 quarters.
Alpha Family Trust's Twilio position peaked at $27.1M in Q4 2021.
688 funds tracked by Wall St. Rank held Twilio as of Q3 2022.

Based on Alpha Family Trust's 13F filing for Q3 2022, filed 8 Nov 2022.