Avitas Wealth Management’s Twilio TWLO Stock Holding History

Avitas Wealth 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 Q3	–	Sell	-2,420	Closed	-$203K	–	215
2022 Q2	$203K	Buy	+2,420	New	+$271K	0.04%	186
2022 Q1	–	Sell	-2,222	Closed	-$585K	–	220
2021 Q4	$585K	Buy	2,222 +144	+7%	+$43.1K	0.1%	150
2021 Q3	$663K	Buy	2,078 +637	+44%	+$232K	0.12%	154
2021 Q2	$568K	Sell	1,441 -447	-24%	-$155K	0.1%	172
2021 Q1	$643K	Sell	1,888 -398	-17%	-$149K	0.13%	176
2020 Q4	$774K	Buy	2,286 +674	+42%	+$211K	0.16%	162
2020 Q3	$398K	Buy	1,612 +315	+24%	+$77.7K	0.11%	162
2020 Q2	$285K	Buy	+1,297	New	+$208K	0.09%	155
2019 Q3	–	Sell	-11,520	Closed	-$1.57M	–	186
2019 Q2	$1.57M	Buy	+11,520	New	+$1.53M	0.44%	93

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

Avitas Wealth Management's TWLO Position: Q3 2022 in Review

Avitas Wealth Management sold out of Twilio (TWLO) in Q3 2022, closing a stake of 2,420 shares — an estimated $203K sold.

Avitas Wealth Management first reported a position in TWLO in Q2 2019 and held it in 9 quarters. The position peaked at $1.57M in Q2 2019. 687 funds tracked by Wall St. Rank hold TWLO as of Q3 2022.

Avitas Wealth Management reported no remaining Twilio position as of Q3 2022 after selling out during the quarter.
Avitas Wealth Management sold 2,420 Twilio shares in Q3 2022, an estimated $203K.
Avitas Wealth Management first reported a position in Twilio in Q2 2019 and held it in 9 quarters.
Avitas Wealth Management's Twilio position peaked at $1.57M in Q2 2019.
687 funds tracked by Wall St. Rank held Twilio as of Q3 2022.

Based on Avitas Wealth Management's 13F filing for Q3 2022, filed 27 Oct 2022.