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Arkadios Wealth Advisors’s Twilio TWLO Stock Holding History

Arkadios 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
2021
Q4 		– Sell
-192
Closed -$61K – 1690
2021
Q3 		$61K Sell
192
-14
-7% -$5.1K 0.01% 815
2021
Q2 		$81K Sell
206
-72
-26% -$25K 0.01% 790
2021
Q1 		$94K Buy
278
+168
+153% +$62.9K 0.02% 546
2020
Q4 		$37K Buy
110
+20
+22% +$6.25K 0.01% 619
2020
Q3 		$29.4K Buy
90
+14
+18% +$3.45K 0.01% 516
2020
Q2 		$17K Hold
76
– – 0.01% 573
2020
Q1 		$6.8K Hold
76
– – ﹤0.01% 719
2019
Q4 		$9.78K Buy
+76
New +$7.76K 0.01% 598

Other funds holding TWLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Arkadios Wealth Advisors's TWLO Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Twilio (TWLO) in Q4 2021, closing a stake of 192 shares — an estimated $61K sold.

Arkadios Wealth Advisors first reported a position in TWLO in Q4 2019 and held it in 8 quarters. The position peaked at $94K in Q1 2021. 949 funds tracked by Wall St. Rank hold TWLO as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Twilio position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 192 Twilio shares in Q4 2021, an estimated $61K.
  • Arkadios Wealth Advisors first reported a position in Twilio in Q4 2019 and held it in 8 quarters.
  • Arkadios Wealth Advisors's Twilio position peaked at $94K in Q1 2021.
  • 949 funds tracked by Wall St. Rank held Twilio as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.