Crewe Advisors’s Twilio TWLO Stock Holding History

Crewe 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 Q3	–	Sell	-2	Closed	-$128	–	892
2023 Q2	$128	Sell	2 -46	-96%	-$2.71K	﹤0.01%	821
2023 Q1	$3.2K	Hold	48	–	–	﹤0.01%	681
2022 Q4	$2.35K	Sell	48 -73	-60%	-$4.16K	﹤0.01%	816
2022 Q3	$8K	Buy	121 +13	+12%	+$1.04K	﹤0.01%	737
2022 Q2	$9K	Buy	108 +106	+5,300%	+$11.9K	﹤0.01%	637
2022 Q1	$0	Hold	2	–	–	﹤0.01%	500
2021 Q4	$1K	Hold	2	–	–	﹤0.01%	392
2021 Q3	$1K	Hold	2	–	–	﹤0.01%	386
2021 Q2	$1K	Hold	2	–	–	﹤0.01%	451
2021 Q1	$1K	Hold	2	–	–	﹤0.01%	448
2020 Q4	$1K	Sell	2 -11	-85%	-$3.44K	﹤0.01%	438
2020 Q3	$3K	Buy	13 +11	+550%	+$2.71K	﹤0.01%	458
2020 Q2	$0	Hold	2	–	–	﹤0.01%	228
2020 Q1	$0	Hold	2	–	–	﹤0.01%	241
2019 Q4	$0	Sell	2 -573	-100%	-$58.5K	﹤0.01%	277
2019 Q3	$63K	Hold	575	–	–	0.03%	103
2019 Q2	$78K	Buy	+575	New	+$76.6K	0.03%	122

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

Crewe Advisors's TWLO Position: Q3 2023 in Review

Crewe Advisors sold out of Twilio (TWLO) in Q3 2023, closing a stake of 2 shares — an estimated $128 sold.

Crewe Advisors first reported a position in TWLO in Q2 2019 and held it in 17 quarters. The position peaked at $78K in Q2 2019. 605 funds tracked by Wall St. Rank hold TWLO as of Q3 2023.

Crewe Advisors reported no remaining Twilio position as of Q3 2023 after selling out during the quarter.
Crewe Advisors sold 2 Twilio shares in Q3 2023, an estimated $128.
Crewe Advisors first reported a position in Twilio in Q2 2019 and held it in 17 quarters.
Crewe Advisors's Twilio position peaked at $78K in Q2 2019.
605 funds tracked by Wall St. Rank held Twilio as of Q3 2023.

Based on Crewe Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.