AM Squared’s Twilio TWLO Stock Holding History

AM Squared’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	-4,500	Closed	-$300K	–	162
2023 Q1	$300K	Sell	4,500 -2,200	-33%	-$136K	0.23%	58
2022 Q4	$328K	Buy	+6,700	New	+$381K	0.22%	61

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

GIM

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

AIM

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 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

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

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

AM Squared's TWLO Position: Q2 2023 in Review

AM Squared sold out of Twilio (TWLO) in Q2 2023, closing a stake of 4,500 shares — an estimated $300K sold.

AM Squared first reported a position in TWLO in Q4 2022 and held it in 2 quarters. The position peaked at $328K in Q4 2022. 619 funds tracked by Wall St. Rank hold TWLO as of Q2 2023.

AM Squared reported no remaining Twilio position as of Q2 2023 after selling out during the quarter.
AM Squared sold 4,500 Twilio shares in Q2 2023, an estimated $300K.
AM Squared first reported a position in Twilio in Q4 2022 and held it in 2 quarters.
AM Squared's Twilio position peaked at $328K in Q4 2022.
619 funds tracked by Wall St. Rank held Twilio as of Q2 2023.

Based on AM Squared's 13F filing for Q2 2023, filed 31 Jul 2023.