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Belpointe Asset Management’s Twilio TWLO Stock Holding History

Belpointe 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
2023
Q2 		– Sell
-219
Closed -$14.6K – 3182
2023
Q1 		$14.6K Sell
219
-1,076
-83% -$66.4K ﹤0.01% 2495
2022
Q4 		$63.4K Buy
+1,295
New +$73.7K ﹤0.01% 1476
2022
Q1 		– Sell
-598
Closed -$139K – 1309
2021
Q4 		$139K Sell
598
-33
-5% -$9.87K 0.01% 1054
2021
Q3 		$175K Sell
631
-662
-51% -$241K 0.01% 908
2021
Q2 		$509K Buy
1,293
+574
+80% +$199K 0.04% 494
2021
Q1 		$245K Buy
719
+76
+12% +$28.5K 0.02% 672
2020
Q4 		$218K Buy
643
+84
+15% +$26.2K 0.02% 669
2020
Q3 		$138K Sell
559
-7,518
-93% -$1.85M 0.02% 671
2020
Q2 		$1.77M Sell
8,077
-8,210
-50% -$1.32M 0.23% 87
2020
Q1 		$1.46M Buy
16,287
+3,637
+29% +$399K 0.26% 88
2019
Q4 		$1.24M Buy
12,650
+2,850
+29% +$291K 0.16% 146
2019
Q3 		$1.08M Buy
+9,800
New +$1.27M 0.17% 137

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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Belpointe Asset Management's TWLO Position: Q2 2023 in Review

Belpointe Asset Management sold out of Twilio (TWLO) in Q2 2023, closing a stake of 219 shares — an estimated $14.6K sold.

Belpointe Asset Management first reported a position in TWLO in Q3 2019 and held it in 12 quarters. The position peaked at $1.77M in Q2 2020. 620 funds tracked by Wall St. Rank hold TWLO as of Q2 2023.

  • Belpointe Asset Management reported no remaining Twilio position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 219 Twilio shares in Q2 2023, an estimated $14.6K.
  • Belpointe Asset Management first reported a position in Twilio in Q3 2019 and held it in 12 quarters.
  • Belpointe Asset Management's Twilio position peaked at $1.77M in Q2 2020.
  • 620 funds tracked by Wall St. Rank held Twilio as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.