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Chesapeake Wealth Management’s Twilio TWLO Stock Holding History

Chesapeake Wealth Management’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
Q3 		– Sell
-572
Closed -$225K – 218
2021
Q2 		$225K Buy
+572
New +$199K 0.07% 211
2021
Q1 		– Sell
-643
Closed -$218K – 228
2020
Q4 		$218K Buy
+643
New +$201K 0.07% 198
2019
Q4 		– Sell
-1,955
Closed -$215K – 192
2019
Q3 		$215K Sell
1,955
-1,539
-44% -$200K 0.09% 173
2019
Q2 		$476K Buy
+3,494
New +$465K 0.2% 119

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Chesapeake Wealth Management's TWLO Position: Q3 2021 in Review

Chesapeake Wealth Management sold out of Twilio (TWLO) in Q3 2021, closing a stake of 572 shares — an estimated $225K sold.

Chesapeake Wealth Management first reported a position in TWLO in Q2 2019 and held it in 4 quarters. The position peaked at $476K in Q2 2019. 915 funds tracked by Wall St. Rank hold TWLO as of Q3 2021.

  • Chesapeake Wealth Management reported no remaining Twilio position as of Q3 2021 after selling out during the quarter.
  • Chesapeake Wealth Management sold 572 Twilio shares in Q3 2021, an estimated $225K.
  • Chesapeake Wealth Management first reported a position in Twilio in Q2 2019 and held it in 4 quarters.
  • Chesapeake Wealth Management's Twilio position peaked at $476K in Q2 2019.
  • 915 funds tracked by Wall St. Rank held Twilio as of Q3 2021.

Based on Chesapeake Wealth Management's 13F filing for Q3 2021, filed 26 Oct 2021.