Alta Wealth Advisors’s Twilio TWLO Stock Holding History

Alta Wealth Advisors’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	-3,233	Closed	-$224K	–	150
2022 Q3	$224K	Sell	3,233 -125	-4%	-$9.99K	0.16%	125
2022 Q2	$280K	Sell	3,358 -130	-4%	-$14.5K	0.19%	122
2022 Q1	$575K	Sell	3,488 -317	-8%	-$57.8K	0.34%	94
2021 Q4	$1M	Buy	3,805 +459	+14%	+$137K	0.62%	50
2021 Q3	$1.07M	Sell	3,346 -25	-0.7%	-$9.1K	0.78%	39
2021 Q2	$1.33M	Sell	3,371 -15	-0.4%	-$5.21K	0.97%	24
2021 Q1	$1.15M	Buy	3,386 +6	+0.2%	+$2.25K	0.96%	28
2020 Q4	$1.14M	Buy	+3,380	New	+$1.06M	0.96%	25

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

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Alta Wealth Advisors's TWLO Position: Q4 2022 in Review

Alta Wealth Advisors sold out of Twilio (TWLO) in Q4 2022, closing a stake of 3,233 shares — an estimated $224K sold.

Alta Wealth Advisors first reported a position in TWLO in Q4 2020 and held it in 8 quarters. The position peaked at $1.33M in Q2 2021. 611 funds tracked by Wall St. Rank hold TWLO as of Q4 2022.

Alta Wealth Advisors reported no remaining Twilio position as of Q4 2022 after selling out during the quarter.
Alta Wealth Advisors sold 3,233 Twilio shares in Q4 2022, an estimated $224K.
Alta Wealth Advisors first reported a position in Twilio in Q4 2020 and held it in 8 quarters.
Alta Wealth Advisors's Twilio position peaked at $1.33M in Q2 2021.
611 funds tracked by Wall St. Rank held Twilio as of Q4 2022.

Based on Alta Wealth Advisors's 13F filing for Q4 2022, filed 20 Jan 2023.