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Beaird Harris Wealth Management’s Twilio TWLO Stock Holding History

Beaird Harris 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
2023
Q1 		– Sell
-50
Closed -$2.45K – 731
2022
Q4 		$2.45K Buy
+50
New +$2.85K ﹤0.01% 544
2022
Q1 		– Sell
-11
Closed -$3K – 723
2021
Q4 		$3K Buy
+11
New +$3.29K ﹤0.01% 547

Other funds holding TWLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Beaird Harris Wealth Management's TWLO Position: Q1 2023 in Review

Beaird Harris Wealth Management sold out of Twilio (TWLO) in Q1 2023, closing a stake of 50 shares — an estimated $2.45K sold.

Beaird Harris Wealth Management first reported a position in TWLO in Q4 2021 and held it in 2 quarters. The position peaked at $3K in Q4 2021. 656 funds tracked by Wall St. Rank hold TWLO as of Q1 2023.

  • Beaird Harris Wealth Management reported no remaining Twilio position as of Q1 2023 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 50 Twilio shares in Q1 2023, an estimated $2.45K.
  • Beaird Harris Wealth Management first reported a position in Twilio in Q4 2021 and held it in 2 quarters.
  • Beaird Harris Wealth Management's Twilio position peaked at $3K in Q4 2021.
  • 656 funds tracked by Wall St. Rank held Twilio as of Q1 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2023, filed 24 Apr 2023.