Black-and-white Capital’s Twilio TWLO Stock Holding History

Black-and-white Capital’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 Q2	$12.5M	Sell	31,800 -99,250	-76%	-$34.5M	1.3%	18
2021 Q1	$44.7M	Buy	+131,050	New	+$49.1M	2.9%	11

Other funds holding TWLO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Black-and-white Capital's TWLO Position: Q2 2021 in Review

Black-and-white Capital reduced its Twilio (TWLO) stake by 76% in Q2 2021, selling an estimated $34.5M and leaving 31,800 shares worth $12.5M. The position accounts for 1.3% of the portfolio, ranked #18.

Black-and-white Capital first reported a position in TWLO in Q1 2021 and has held it in 2 quarters since. The position peaked at $44.7M in Q1 2021. 939 funds tracked by Wall St. Rank hold TWLO as of Q2 2021.

Black-and-white Capital held 31,800 shares of Twilio worth $12.5M as of Q2 2021.
Black-and-white Capital sold 99,250 Twilio shares in Q2 2021, an estimated $34.5M.
Twilio made up 1.3% of Black-and-white Capital's portfolio in Q2 2021, its #18 holding.
Black-and-white Capital first reported a position in Twilio in Q1 2021 and has held it in 2 quarters since.
Black-and-white Capital's Twilio position peaked at $44.7M in Q1 2021.
939 funds tracked by Wall St. Rank held Twilio as of Q2 2021.

Based on Black-and-white Capital's 13F filing for Q2 2021, filed 16 Aug 2021.