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Burleson & Co’s Twilio TWLO Stock Holding History

Burleson & Co’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
2022
Q4 		$26.8K Sell
6,000
-62,500
-91% -$3.56M 0.01% 214
2022
Q3 		$734K Buy
68,500
+32,500
+90% +$2.6M 0.16% 87
2022
Q2 		$590K Buy
36,000
+15,000
+71% +$1.68M 0.13% 88
2022
Q1 		$1.35M Buy
+21,000
New +$3.83M 0.22% 77

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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Burleson & Co's TWLO Position: Q4 2022 in Review

Burleson & Co reduced its Twilio (TWLO) stake by 91% in Q4 2022, selling an estimated $5.24M and leaving 9,061 shares worth $444K. The position accounts for 0.11% of the portfolio, ranked #103.

Burleson & Co first reported a position in TWLO in Q4 2019 and has held it in 13 quarters since. The position peaked at $21.4M in Q2 2021. 613 funds tracked by Wall St. Rank hold TWLO as of Q4 2022.

  • Burleson & Co held 9,061 shares of Twilio worth $444K as of Q4 2022.
  • Burleson & Co sold 92,096 Twilio shares in Q4 2022, an estimated $5.24M.
  • Twilio made up 0.11% of Burleson & Co's portfolio in Q4 2022, its #103 holding.
  • Burleson & Co first reported a position in Twilio in Q4 2019 and has held it in 13 quarters since.
  • Burleson & Co's Twilio position peaked at $21.4M in Q2 2021.
  • 613 funds tracked by Wall St. Rank held Twilio as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.