DWM
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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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return