Appleton Group’s Twilio TWLO Stock Holding History

Appleton Group’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 Q3	–	Sell	-4,267	Closed	-$271K	–	40
2023 Q2	$271K	Buy	+4,267	New	+$252K	0.38%	27

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

GIM

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

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

AIM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Appleton Group's TWLO Position: Q3 2023 in Review

Appleton Group sold out of Twilio (TWLO) in Q3 2023, closing a stake of 4,267 shares — an estimated $271K sold.

Appleton Group first reported a position in TWLO in Q2 2023 and held it in 1 quarter. The position peaked at $271K in Q2 2023. 605 funds tracked by Wall St. Rank hold TWLO as of Q3 2023.

Appleton Group reported no remaining Twilio position as of Q3 2023 after selling out during the quarter.
Appleton Group sold 4,267 Twilio shares in Q3 2023, an estimated $271K.
Appleton Group first reported a position in Twilio in Q2 2023 and held it in 1 quarter.
Appleton Group's Twilio position peaked at $271K in Q2 2023.
605 funds tracked by Wall St. Rank held Twilio as of Q3 2023.

Based on Appleton Group's 13F filing for Q3 2023, filed 8 Nov 2023.