Centerpoint Advisors’s Twilio TWLO Stock Holding History

Centerpoint Advisors’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
2023 Q4	–	Sell	-4	Closed	–	–	599
2023 Q3	$0	Hold	4	–	–	﹤0.01%	630
2023 Q2	$0	Hold	4	–	–	﹤0.01%	621
2023 Q1	$0	Buy	+4	New	+$247	﹤0.01%	654
2021 Q1	–	Sell	-10	Closed	-$3K	–	281
2020 Q4	$3K	Sell	10 -10	-50%	-$3.13K	﹤0.01%	213
2020 Q3	$5K	Hold	20	–	–	﹤0.01%	186
2020 Q2	$4K	Sell	20 -10	-33%	-$1.61K	﹤0.01%	228
2020 Q1	$3K	Hold	30	–	–	﹤0.01%	216
2019 Q4	$3K	Hold	30	–	–	﹤0.01%	241
2019 Q3	$3K	Hold	30	–	–	﹤0.01%	229
2019 Q2	$4K	Hold	30	–	–	﹤0.01%	209
2019 Q1	$4K	Buy	+30	New	+$3.38K	﹤0.01%	199

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

GIM

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

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

AIM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Centerpoint Advisors's TWLO Position: Q4 2023 in Review

Centerpoint Advisors sold out of Twilio (TWLO) in Q4 2023, closing a stake of 4 shares.

Centerpoint Advisors first reported a position in TWLO in Q1 2019 and held it in 11 quarters. The position peaked at $5K in Q3 2020. 659 funds tracked by Wall St. Rank hold TWLO as of Q4 2023.

Centerpoint Advisors reported no remaining Twilio position as of Q4 2023 after selling out during the quarter.
Centerpoint Advisors sold 4 Twilio shares in Q4 2023.
Centerpoint Advisors first reported a position in Twilio in Q1 2019 and held it in 11 quarters.
Centerpoint Advisors's Twilio position peaked at $5K in Q3 2020.
659 funds tracked by Wall St. Rank held Twilio as of Q4 2023.

Based on Centerpoint Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.