BDO Wealth Advisors’s Twilio TWLO Stock Holding History

BDO 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
2023 Q2	$4.45K	Hold	70	–	–	﹤0.01%	779
2023 Q1	$4.67K	Hold	70	–	–	﹤0.01%	803
2022 Q4	$3.43K	Sell	70 -70	-50%	-$3.98K	﹤0.01%	810
2022 Q3	$10K	Hold	140	–	–	﹤0.01%	713
2022 Q2	$12K	Hold	140	–	–	﹤0.01%	658
2022 Q1	$23K	Sell	140 -50	-26%	-$9.11K	﹤0.01%	581
2021 Q4	$50K	Sell	190 -89	-32%	-$26.6K	0.01%	445
2021 Q3	$89K	Buy	279 +30	+12%	+$10.9K	0.01%	370
2021 Q2	$98K	Buy	249 +2	+0.8%	+$694	0.01%	374
2021 Q1	$84K	Buy	247 +50	+25%	+$18.7K	0.01%	379
2020 Q4	$67K	Buy	+197	New	+$61.6K	0.01%	327
2019 Q1	–	Sell	-200	Closed	-$18K	–	668
2018 Q4	$18K	Hold	200	–	–	0.01%	360
2018 Q3	$17K	Buy	+200	New	+$14.6K	0.01%	402

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

GIM

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

AIM

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

NAMA

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BDO Wealth Advisors's TWLO Position: Q2 2023 in Review

BDO Wealth Advisors held its Twilio (TWLO) position steady in Q2 2023 at 70 shares worth $4.45K. The position accounts for ﹤0.01% of the portfolio, ranked #779.

BDO Wealth Advisors first reported a position in TWLO in Q3 2018 and has held it in 13 quarters since. The position peaked at $98K in Q2 2021. 619 funds tracked by Wall St. Rank hold TWLO as of Q2 2023.

BDO Wealth Advisors held 70 shares of Twilio worth $4.45K as of Q2 2023.
BDO Wealth Advisors left its Twilio share count unchanged in Q2 2023.
Twilio made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #779 holding.
BDO Wealth Advisors first reported a position in Twilio in Q3 2018 and has held it in 13 quarters since.
BDO Wealth Advisors's Twilio position peaked at $98K in Q2 2021.
619 funds tracked by Wall St. Rank held Twilio as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.