Calton & Associates’s Twilio TWLO Stock Holding History

Calton & Associates’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	-710	Closed	-$279K	–	439
2021 Q2	$279K	Sell	710 -17	-2%	-$5.9K	0.05%	310
2021 Q1	$248K	Buy	727 +95	+15%	+$35.6K	0.05%	327
2020 Q4	$214K	Buy	+632	New	+$197K	0.04%	351
2018 Q4	–	Sell	-5,332	Closed	-$460K	–	300
2018 Q3	$460K	Buy	+5,332	New	+$390K	0.14%	130

Other funds holding TWLO

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

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

Calton & Associates's TWLO Position: Q3 2021 in Review

Calton & Associates sold out of Twilio (TWLO) in Q3 2021, closing a stake of 710 shares — an estimated $279K sold.

Calton & Associates first reported a position in TWLO in Q3 2018 and held it in 4 quarters. The position peaked at $460K in Q3 2018. 915 funds tracked by Wall St. Rank hold TWLO as of Q3 2021.

Calton & Associates reported no remaining Twilio position as of Q3 2021 after selling out during the quarter.
Calton & Associates sold 710 Twilio shares in Q3 2021, an estimated $279K.
Calton & Associates first reported a position in Twilio in Q3 2018 and held it in 4 quarters.
Calton & Associates's Twilio position peaked at $460K in Q3 2018.
915 funds tracked by Wall St. Rank held Twilio as of Q3 2021.

Based on Calton & Associates's 13F filing for Q3 2021, filed 5 Nov 2021.