Avalon Global Asset Management’s Twilio TWLO Stock Holding History

Avalon Global 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 Q2	–	Sell	-40,000	Closed	-$6.59M	–	53
2022 Q1	$6.59M	Buy	+40,000	New	+$7.29M	1.53%	24
2020 Q4	–	Sell	-40,000	Closed	-$9.88M	–	51
2020 Q3	$9.88M	Buy	+40,000	New	+$9.86M	2.65%	15
2020 Q1	–	Sell	-30,000	Closed	-$2.95M	–	50
2019 Q4	$2.95M	Sell	30,000 -30,000	-50%	-$3.06M	0.64%	29
2019 Q3	$6.6M	Buy	+60,000	New	+$7.78M	2.25%	12

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

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

AIM

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

MCMC

Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

GIM

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

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Avalon Global Asset Management's TWLO Position: Q3 2022 in Review

Avalon Global Asset Management sold out of Twilio (TWLO) in Q3 2022, closing a stake of 26,400 shares — an estimated $2.21M sold.

Avalon Global Asset Management first reported a position in TWLO in Q4 2020 and held it in 7 quarters. The position peaked at $11.8M in Q2 2021. 687 funds tracked by Wall St. Rank hold TWLO as of Q3 2022.

Avalon Global Asset Management reported no remaining Twilio position as of Q3 2022 after selling out during the quarter.
Avalon Global Asset Management sold 26,400 Twilio shares in Q3 2022, an estimated $2.21M.
Avalon Global Asset Management first reported a position in Twilio in Q4 2020 and held it in 7 quarters.
Avalon Global Asset Management's Twilio position peaked at $11.8M in Q2 2021.
687 funds tracked by Wall St. Rank held Twilio as of Q3 2022.

Based on Avalon Global Asset Management's 13F filing for Q3 2022, filed 14 Nov 2022.