Capital Analysts LLC’s Twilio TWLO Stock Holding History

Capital Analysts LLC’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	–	Sell	-44	Closed	-$3K	–	1161
2022 Q3	$3K	Buy	+44	New	+$3.52K	﹤0.01%	965
2022 Q2	–	Sell	-85	Closed	-$14K	–	1038
2022 Q1	$14K	Hold	85	–	–	﹤0.01%	718
2021 Q4	$22K	Hold	85	–	–	﹤0.01%	705
2021 Q3	$27K	Hold	85	–	–	﹤0.01%	661
2021 Q2	$34K	Hold	85	–	–	﹤0.01%	603
2021 Q1	$29K	Hold	85	–	–	﹤0.01%	664
2020 Q4	$29K	Sell	85 -1,685	-95%	-$527K	﹤0.01%	476
2020 Q3	$437K	Hold	1,770	–	–	0.04%	202
2020 Q2	$388K	Sell	1,770 -475	-21%	-$76.3K	0.04%	191
2020 Q1	$201K	Buy	2,245 +1,250	+126%	+$137K	0.02%	208
2019 Q4	$98K	Sell	995 -3,225	-76%	-$329K	0.01%	301
2019 Q3	$464K	Buy	4,220 +1,490	+55%	+$193K	0.05%	184
2019 Q2	$372K	Buy	+2,730	New	+$364K	0.04%	191

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

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 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

NAMA

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Analysts LLC's TWLO Position: Q4 2022 in Review

Capital Analysts LLC sold out of Twilio (TWLO) in Q4 2022, closing a stake of 44 shares — an estimated $3K sold.

Capital Analysts LLC first reported a position in TWLO in Q2 2019 and held it in 13 quarters. The position peaked at $464K in Q3 2019. 611 funds tracked by Wall St. Rank hold TWLO as of Q4 2022.

Capital Analysts LLC reported no remaining Twilio position as of Q4 2022 after selling out during the quarter.
Capital Analysts LLC sold 44 Twilio shares in Q4 2022, an estimated $3K.
Capital Analysts LLC first reported a position in Twilio in Q2 2019 and held it in 13 quarters.
Capital Analysts LLC's Twilio position peaked at $464K in Q3 2019.
611 funds tracked by Wall St. Rank held Twilio as of Q4 2022.

Based on Capital Analysts LLC's 13F filing for Q4 2022, filed 8 Feb 2023.