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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
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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 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
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return