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Dakota Wealth Management’s Twilio TWLO Stock Holding History

Dakota 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
2022
Q2 		– Sell
-1,240
Closed -$204K – 556
2022
Q1 		$204K Buy
1,240
+133
+12% +$24.2K 0.02% 414
2021
Q4 		$292K Buy
1,107
+77
+7% +$23K 0.03% 307
2021
Q3 		$329K Sell
1,030
-15
-1% -$5.46K 0.04% 272
2021
Q2 		$412K Sell
1,045
-26
-2% -$9.03K 0.05% 247
2021
Q1 		$365K Buy
1,071
+46
+4% +$17.2K 0.05% 241
2020
Q4 		$347K Buy
1,025
+15
+1% +$4.69K 0.05% 237
2020
Q3 		$250K Buy
+1,010
New +$249K 0.04% 245

Other funds holding TWLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Dakota Wealth Management's TWLO Position: Q2 2022 in Review

Dakota Wealth Management sold out of Twilio (TWLO) in Q2 2022, closing a stake of 1,240 shares — an estimated $204K sold.

Dakota Wealth Management first reported a position in TWLO in Q3 2020 and held it in 7 quarters. The position peaked at $412K in Q2 2021. 761 funds tracked by Wall St. Rank hold TWLO as of Q2 2022.

  • Dakota Wealth Management reported no remaining Twilio position as of Q2 2022 after selling out during the quarter.
  • Dakota Wealth Management sold 1,240 Twilio shares in Q2 2022, an estimated $204K.
  • Dakota Wealth Management first reported a position in Twilio in Q3 2020 and held it in 7 quarters.
  • Dakota Wealth Management's Twilio position peaked at $412K in Q2 2021.
  • 761 funds tracked by Wall St. Rank held Twilio as of Q2 2022.

Based on Dakota Wealth Management's 13F filing for Q2 2022, filed 5 Aug 2022.