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Burns Matteson Capital Management’s Twilio TWLO Stock Holding History

Burns Matteson Capital 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
Q3 		– Sell
-1,027
Closed -$405K – 167
2021
Q2 		$405K Buy
1,027
+39
+4% +$13.5K 0.32% 59
2021
Q1 		$337K Buy
988
+22
+2% +$8.24K 0.32% 52
2020
Q4 		$327K Buy
+966
New +$302K 0.36% 51

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 $145B AUM 34.61% 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

Burns Matteson Capital Management's TWLO Position: Q3 2021 in Review

Burns Matteson Capital Management sold out of Twilio (TWLO) in Q3 2021, closing a stake of 1,027 shares — an estimated $405K sold.

Burns Matteson Capital Management first reported a position in TWLO in Q4 2020 and held it in 3 quarters. The position peaked at $405K in Q2 2021. 915 funds tracked by Wall St. Rank hold TWLO as of Q3 2021.

  • Burns Matteson Capital Management reported no remaining Twilio position as of Q3 2021 after selling out during the quarter.
  • Burns Matteson Capital Management sold 1,027 Twilio shares in Q3 2021, an estimated $405K.
  • Burns Matteson Capital Management first reported a position in Twilio in Q4 2020 and held it in 3 quarters.
  • Burns Matteson Capital Management's Twilio position peaked at $405K in Q2 2021.
  • 915 funds tracked by Wall St. Rank held Twilio as of Q3 2021.

Based on Burns Matteson Capital Management's 13F filing for Q3 2021, filed 12 Dec 2023.