BerganKDV Wealth Management’s Twilio TWLO Stock Holding History

BerganKDV 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 Q2	$1.21K	Sell	19 -6	-24%	-$354	﹤0.01%	738
2023 Q1	$1.67K	Hold	25	–	–	﹤0.01%	848
2022 Q4	$1.22K	Buy	25 +5	+25%	+$285	﹤0.01%	857
2022 Q3	$1K	Buy	20 +14	+233%	+$1.12K	﹤0.01%	931
2022 Q2	$1K	Sell	6 -8	-57%	-$895	﹤0.01%	937
2022 Q1	$2K	Sell	14 -3	-18%	-$547	﹤0.01%	877
2021 Q4	$4K	Buy	17 +3	+21%	+$897	﹤0.01%	834
2021 Q3	$4K	Sell	14 -50	-78%	-$18.2K	﹤0.01%	795
2021 Q2	$25K	Buy	64 +50	+357%	+$17.4K	﹤0.01%	491
2021 Q1	$5K	Hold	14	–	–	﹤0.01%	676
2020 Q4	$5K	Hold	14	–	–	﹤0.01%	668
2020 Q3	$3K	Hold	14	–	–	﹤0.01%	663
2020 Q2	$3K	Buy	+14	New	+$2.25K	﹤0.01%	717

Other funds holding TWLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BerganKDV Wealth Management's TWLO Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Twilio (TWLO) stake by 24% in Q2 2023, selling an estimated $354 and leaving 19 shares worth $1.21K. The position accounts for ﹤0.01% of the portfolio, ranked #738.

BerganKDV Wealth Management first reported a position in TWLO in Q2 2020 and has held it in 13 quarters since. The position peaked at $25K in Q2 2021. 619 funds tracked by Wall St. Rank hold TWLO as of Q2 2023.

BerganKDV Wealth Management held 19 shares of Twilio worth $1.21K as of Q2 2023.
BerganKDV Wealth Management sold 6 Twilio shares in Q2 2023, an estimated $354.
Twilio made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #738 holding.
BerganKDV Wealth Management first reported a position in Twilio in Q2 2020 and has held it in 13 quarters since.
BerganKDV Wealth Management's Twilio position peaked at $25K in Q2 2021.
619 funds tracked by Wall St. Rank held Twilio as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.