AO Asset Management’s Twilio TWLO Stock Holding History

AO Asset 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 Q1	–	Sell	-55,063	Closed	-$14.5M	–	52
2021 Q4	$14.5M	Sell	55,063 -43,172	-44%	-$12.9M	1.41%	32
2021 Q3	$31.3M	Sell	98,235 -42,165	-30%	-$15.4M	2.31%	12
2021 Q2	$55.3M	Sell	140,400 -13,400	-9%	-$4.65M	3.86%	5
2021 Q1	$52.4M	Sell	153,800 -900	-0.6%	-$337K	3.95%	6
2020 Q4	$52.4M	Buy	154,700 +83,700	+118%	+$26.2M	3.47%	10
2020 Q3	$17.5M	Buy	+71,000	New	+$17.5M	1.26%	31

Other funds holding TWLO

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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

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

AO Asset Management's TWLO Position: Q1 2022 in Review

AO Asset Management sold out of Twilio (TWLO) in Q1 2022, closing a stake of 55,063 shares — an estimated $14.5M sold.

AO Asset Management first reported a position in TWLO in Q3 2020 and held it in 6 quarters. The position peaked at $55.3M in Q2 2021. 872 funds tracked by Wall St. Rank hold TWLO as of Q1 2022.

AO Asset Management reported no remaining Twilio position as of Q1 2022 after selling out during the quarter.
AO Asset Management sold 55,063 Twilio shares in Q1 2022, an estimated $14.5M.
AO Asset Management first reported a position in Twilio in Q3 2020 and held it in 6 quarters.
AO Asset Management's Twilio position peaked at $55.3M in Q2 2021.
872 funds tracked by Wall St. Rank held Twilio as of Q1 2022.

Based on AO Asset Management's 13F filing for Q1 2022, filed 13 May 2022.