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Berman Capital Advisors’s Twilio TWLO Stock Holding History

Berman Capital 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
2021
Q3 		$591K Buy
1,860
+771
+71% +$281K 0.09% 115
2021
Q2 		$427K Sell
1,089
-396
-27% -$137K 0.07% 131
2021
Q1 		$504K Buy
1,485
+471
+46% +$176K 0.11% 97
2020
Q4 		$341K Buy
1,014
+851
+522% +$266K 0.08% 112
2020
Q3 		$39K Buy
163
+18
+12% +$4.44K 0.01% 413
2020
Q2 		$31K Buy
145
+68
+88% +$10.9K 0.01% 435
2020
Q1 		$5K Buy
77
+5
+7% +$549 ﹤0.01% 905
2019
Q4 		$7K Sell
72
-2,716
-97% -$277K ﹤0.01% 890
2019
Q3 		$306K Sell
2,788
-21
-0.7% -$2.72K 0.1% 101
2019
Q2 		$382K Buy
2,809
+41
+1% +$5.46K 0.12% 81
2019
Q1 		$356K Buy
2,768
+2,749
+14,468% +$310K 0.12% 79
2018
Q4 		$1K Buy
+19
New +$1.54K ﹤0.01% 1070

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Berman Capital Advisors's TWLO Position: Q3 2021 in Review

Berman Capital Advisors increased its Twilio (TWLO) stake by 71% in Q3 2021, buying an estimated $281K and bringing the position to 1,860 shares worth $591K. The position accounts for 0.09% of the portfolio, ranked #115.

Berman Capital Advisors first reported a position in TWLO in Q4 2018 and has held it in 12 quarters since. 916 funds tracked by Wall St. Rank hold TWLO as of Q3 2021.

  • Berman Capital Advisors held 1,860 shares of Twilio worth $591K as of Q3 2021.
  • Berman Capital Advisors bought 771 Twilio shares in Q3 2021, an estimated $281K.
  • Twilio made up 0.09% of Berman Capital Advisors's portfolio in Q3 2021, its #115 holding.
  • Berman Capital Advisors first reported a position in Twilio in Q4 2018 and has held it in 12 quarters since.
  • 916 funds tracked by Wall St. Rank held Twilio as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.