BWM
TWLO icon

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
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 $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
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