Capital Advisors Inc’s Twilio TWLO Stock Holding History

Capital Advisors Inc’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 Q2	–	Sell	-1,713	Closed	-$282K	–	258
2022 Q1	$282K	Hold	1,713	–	–	0.01%	215
2021 Q4	$451K	Buy	1,713 +190	+12%	+$56.8K	0.01%	177
2021 Q3	$486K	Hold	1,523	–	–	0.01%	168
2021 Q2	$600K	Hold	1,523	–	–	0.02%	152
2021 Q1	$519K	Sell	1,523 -12	-0.8%	-$4.5K	0.02%	153
2020 Q4	$520K	Buy	1,535 +27	+2%	+$8.44K	0.02%	135
2020 Q3	$373K	Hold	1,508	–	–	0.02%	144
2020 Q2	$393K	Buy	+1,508	New	+$242K	0.02%	136

Other funds holding TWLO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Capital Advisors Inc's TWLO Position: Q2 2022 in Review

Capital Advisors Inc sold out of Twilio (TWLO) in Q2 2022, closing a stake of 1,713 shares — an estimated $282K sold.

Capital Advisors Inc first reported a position in TWLO in Q2 2020 and held it in 8 quarters. The position peaked at $600K in Q2 2021. 761 funds tracked by Wall St. Rank hold TWLO as of Q2 2022.

Capital Advisors Inc reported no remaining Twilio position as of Q2 2022 after selling out during the quarter.
Capital Advisors Inc sold 1,713 Twilio shares in Q2 2022, an estimated $282K.
Capital Advisors Inc first reported a position in Twilio in Q2 2020 and held it in 8 quarters.
Capital Advisors Inc's Twilio position peaked at $600K in Q2 2021.
761 funds tracked by Wall St. Rank held Twilio as of Q2 2022.

Based on Capital Advisors Inc's 13F filing for Q2 2022, filed 15 Jul 2022.