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CSat Investment Advisory’s Twilio TWLO Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-827
Closed -$204K – 935
2020
Q3 		$204K Buy
827
+82
+11% +$20.2K 0.02% 274
2020
Q2 		$163K Sell
745
-484
-39% -$77.7K 0.02% 352
2020
Q1 		$110K Buy
1,229
+75
+6% +$8.23K 0.02% 324
2019
Q4 		$113K Buy
1,154
+77
+7% +$7.86K 0.03% 338
2019
Q3 		$118K Buy
1,077
+294
+38% +$38.1K 0.04% 285
2019
Q2 		$107K Buy
+783
New +$104K 0.04% 288

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 $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SM
SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return

CSat Investment Advisory's TWLO Position: Q4 2020 in Review

CSat Investment Advisory sold out of Twilio (TWLO) in Q4 2020, closing a stake of 827 shares — an estimated $204K sold.

CSat Investment Advisory first reported a position in TWLO in Q2 2019 and held it in 6 quarters. The position peaked at $204K in Q3 2020. 896 funds tracked by Wall St. Rank hold TWLO as of Q4 2020.

  • CSat Investment Advisory reported no remaining Twilio position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 827 Twilio shares in Q4 2020, an estimated $204K.
  • CSat Investment Advisory first reported a position in Twilio in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Twilio position peaked at $204K in Q3 2020.
  • 896 funds tracked by Wall St. Rank held Twilio as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.