B. Riley Wealth Management’s Twilio TWLO Stock Holding History

B. Riley 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 Q2	$810	Buy	9,660 +511	+6%	+$57.2K	﹤0.01%	333
2022 Q1	$1.51M	Sell	9,149 -14	-0.2%	-$2.55K	0.12%	169
2021 Q4	$2.41M	Sell	9,163 -153	-2%	-$45.8K	0.17%	123
2021 Q3	$2.97M	Sell	9,316 -2,170	-19%	-$790K	0.23%	99
2021 Q2	$4.53M	Buy	11,486 +251	+2%	+$87.1K	0.5%	50
2021 Q1	$3.83M	Sell	11,235 -584	-5%	-$219K	0.45%	58
2020 Q4	$4M	Buy	11,819 +463	+4%	+$145K	0.52%	48
2020 Q3	$2.81M	Buy	11,356 +2,469	+28%	+$609K	0.33%	73
2020 Q2	$1.95M	Sell	8,887 -1,820	-17%	-$292K	0.21%	104
2020 Q1	$958K	Sell	10,707 -735	-6%	-$80.7K	0.1%	183
2019 Q4	$1.12M	Sell	11,442 -2,177	-16%	-$222K	0.17%	127
2019 Q3	$1.5M	Buy	13,619 +5,973	+78%	+$774K	0.26%	90
2019 Q2	$1.04K	Buy	7,646 +95	+1%	+$12.7K	0.16%	128
2019 Q1	$975K	Buy	+7,551	New	+$850K	0.17%	137

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

AIM

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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

B. Riley Wealth Management's TWLO Position: Q2 2022 in Review

B. Riley Wealth Management increased its Twilio (TWLO) stake by 5.6% in Q2 2022, buying an estimated $57.2K and bringing the position to 9,660 shares worth $810. The position accounts for ﹤0.01% of the portfolio, ranked #333.

B. Riley Wealth Management first reported a position in TWLO in Q1 2019 and has held it in 14 quarters since. The position peaked at $4.53M in Q2 2021. 760 funds tracked by Wall St. Rank hold TWLO as of Q2 2022.

B. Riley Wealth Management held 9,660 shares of Twilio worth $810 as of Q2 2022.
B. Riley Wealth Management bought 511 Twilio shares in Q2 2022, an estimated $57.2K.
Twilio made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #333 holding.
B. Riley Wealth Management first reported a position in Twilio in Q1 2019 and has held it in 14 quarters since.
B. Riley Wealth Management's Twilio position peaked at $4.53M in Q2 2021.
760 funds tracked by Wall St. Rank held Twilio as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.