CAI
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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
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
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 $154B AUM 29.96% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return