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Buckley Wealth Management’s Twilio TWLO Stock Holding History

Buckley 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
2021
Q4 		– Sell
-850
Closed -$271K – 140
2021
Q3 		$271K Hold
850
– – 0.09% 114
2021
Q2 		$335K Hold
850
– – 0.11% 102
2021
Q1 		$290K Buy
850
+150
+21% +$56.2K 0.11% 107
2020
Q4 		$237K Buy
+700
New +$219K 0.1% 108

Other funds holding TWLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Buckley Wealth Management's TWLO Position: Q4 2021 in Review

Buckley Wealth Management sold out of Twilio (TWLO) in Q4 2021, closing a stake of 850 shares — an estimated $271K sold.

Buckley Wealth Management first reported a position in TWLO in Q4 2020 and held it in 4 quarters. The position peaked at $335K in Q2 2021. 949 funds tracked by Wall St. Rank hold TWLO as of Q4 2021.

  • Buckley Wealth Management reported no remaining Twilio position as of Q4 2021 after selling out during the quarter.
  • Buckley Wealth Management sold 850 Twilio shares in Q4 2021, an estimated $271K.
  • Buckley Wealth Management first reported a position in Twilio in Q4 2020 and held it in 4 quarters.
  • Buckley Wealth Management's Twilio position peaked at $335K in Q2 2021.
  • 949 funds tracked by Wall St. Rank held Twilio as of Q4 2021.

Based on Buckley Wealth Management's 13F filing for Q4 2021, filed 2 Feb 2022.