Carroll Financial Associates’s Twilio TWLO Stock Holding History

Carroll Financial 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 Q4	$88K	Buy	339 +74	+28%	+$22.1K	﹤0.01%	566
2021 Q3	$84K	Sell	265 -80	-23%	-$29.1K	﹤0.01%	585
2021 Q2	$135K	Buy	345 +94	+37%	+$32.6K	0.01%	508
2021 Q1	$85K	Buy	251 +27	+12%	+$10.1K	0.01%	615
2020 Q4	$75K	Sell	224 -189	-46%	-$59.1K	0.01%	584
2020 Q3	$102K	Buy	413 +298	+259%	+$73.5K	0.01%	482
2020 Q2	$25K	Buy	115 +15	+15%	+$2.41K	﹤0.01%	814
2020 Q1	$8K	Hold	100	–	–	﹤0.01%	1010
2019 Q4	$9K	Sell	100 -100	-50%	-$10.2K	﹤0.01%	1109
2019 Q3	$21K	Buy	+200	New	+$25.9K	﹤0.01%	820
2019 Q2	–	Sell	-1,890	Closed	-$244K	–	1721
2019 Q1	$244K	Buy	+1,890	New	+$213K	0.02%	294

Other funds holding TWLO

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Carroll Financial Associates's TWLO Position: Q4 2021 in Review

Carroll Financial Associates increased its Twilio (TWLO) stake by 28% in Q4 2021, buying an estimated $22.1K and bringing the position to 339 shares worth $88K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

Carroll Financial Associates first reported a position in TWLO in Q1 2019 and has held it in 11 quarters since. The position peaked at $244K in Q1 2019. 950 funds tracked by Wall St. Rank hold TWLO as of Q4 2021.

Carroll Financial Associates held 339 shares of Twilio worth $88K as of Q4 2021.
Carroll Financial Associates bought 74 Twilio shares in Q4 2021, an estimated $22.1K.
Twilio made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #566 holding.
Carroll Financial Associates first reported a position in Twilio in Q1 2019 and has held it in 11 quarters since.
Carroll Financial Associates's Twilio position peaked at $244K in Q1 2019.
950 funds tracked by Wall St. Rank held Twilio as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.