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Disciplined Investments’s Twilio TWLO Stock Holding History

Disciplined Investments’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
-4
Closed -$254 – 1438
2023
Q2 		$254 Hold
4
– – ﹤0.01% 1445
2023
Q1 		$267 Buy
+4
New +$247 ﹤0.01% 1433
2022
Q4 		– Sell
-4
Closed – – 1696
2022
Q3 		$0 Sell
4
-1
-20% -$80 ﹤0.01% 1624
2022
Q2 		$0 Buy
5
+2
+67% +$224 ﹤0.01% 1631
2022
Q1 		$0 Buy
+3
New +$547 ﹤0.01% 1624

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
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
VOYA Investment Management
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Disciplined Investments's TWLO Position: Q3 2023 in Review

Disciplined Investments sold out of Twilio (TWLO) in Q3 2023, closing a stake of 4 shares — an estimated $254 sold.

Disciplined Investments first reported a position in TWLO in Q1 2022 and held it in 5 quarters. The position peaked at $267 in Q1 2023. 605 funds tracked by Wall St. Rank hold TWLO as of Q3 2023.

  • Disciplined Investments reported no remaining Twilio position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 4 Twilio shares in Q3 2023, an estimated $254.
  • Disciplined Investments first reported a position in Twilio in Q1 2022 and held it in 5 quarters.
  • Disciplined Investments's Twilio position peaked at $267 in Q1 2023.
  • 605 funds tracked by Wall St. Rank held Twilio as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.