Elevated Capital Advisors’s Twilio TWLO Stock Holding History

Elevated Capital 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
2022 Q4	–	Sell	-8,030	Closed	-$555K	–	171
2022 Q3	$555K	Buy	+8,030	New	+$642K	0.22%	115
2022 Q1	$943K	Buy	+5,724	New	+$1.04M	0.31%	102
2021 Q3	$1.23M	Buy	+3,844	New	+$1.4M	0.42%	73
2021 Q1	$1.27M	Buy	3,451 +61	+2%	+$22.8K	0.49%	68
2020 Q4	$1.15M	Buy	3,390 +150	+5%	+$46.9K	0.5%	60
2020 Q3	$863K	Sell	3,240 -643	-17%	-$159K	0.4%	89
2020 Q2	$1.03M	Buy	+3,883	New	+$623K	0.48%	72

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

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

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Elevated Capital Advisors's TWLO Position: Q4 2022 in Review

Elevated Capital Advisors sold out of Twilio (TWLO) in Q4 2022, closing a stake of 8,030 shares — an estimated $555K sold.

Elevated Capital Advisors first reported a position in TWLO in Q2 2020 and held it in 7 quarters. The position peaked at $1.27M in Q1 2021. 611 funds tracked by Wall St. Rank hold TWLO as of Q4 2022.

Elevated Capital Advisors reported no remaining Twilio position as of Q4 2022 after selling out during the quarter.
Elevated Capital Advisors sold 8,030 Twilio shares in Q4 2022, an estimated $555K.
Elevated Capital Advisors first reported a position in Twilio in Q2 2020 and held it in 7 quarters.
Elevated Capital Advisors's Twilio position peaked at $1.27M in Q1 2021.
611 funds tracked by Wall St. Rank held Twilio as of Q4 2022.

Based on Elevated Capital Advisors's 13F filing for Q4 2022, filed 17 Jan 2023.