Elmwood Wealth Management’s Twilio TWLO Stock Holding History

Elmwood 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 Q1	–	Sell	-375	Closed	-$99K	–	304
2021 Q4	$99K	Buy	+375	New	+$112K	0.05%	151
2021 Q2	$148K	Hold	375	–	–	0.08%	121
2021 Q1	$128K	Buy	+375	New	+$140K	0.08%	124
2020 Q3	$82K	Hold	375	–	–	0.07%	111
2020 Q2	$82K	Sell	375 -25	-6%	-$4.01K	0.07%	111
2020 Q1	$15.3K	Buy	+400	New	+$43.9K	0.01%	173
2019 Q4	–	Sell	-750	Closed	-$82K	–	230
2019 Q3	$82K	Hold	750	–	–	0.08%	99
2019 Q2	$102K	Hold	750	–	–	0.09%	106
2019 Q1	$97K	Sell	750 -211	-22%	-$23.8K	0.09%	104
2018 Q4	$86K	Buy	961 +461	+92%	+$37.5K	0.08%	110
2018 Q3	$43.1K	Buy	500 +100	+25%	+$7.31K	0.04%	140
2018 Q2	$22.4K	Hold	400	–	–	0.02%	161
2018 Q1	$15.3K	Buy	+400	New	+$12.7K	0.01%	173

Other funds holding TWLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 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

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

Elmwood Wealth Management's TWLO Position: Q1 2022 in Review

Elmwood Wealth Management sold out of Twilio (TWLO) in Q1 2022, closing a stake of 375 shares — an estimated $99K sold.

Elmwood Wealth Management first reported a position in TWLO in Q1 2018 and held it in 13 quarters. The position peaked at $148K in Q2 2021. 873 funds tracked by Wall St. Rank hold TWLO as of Q1 2022.

Elmwood Wealth Management reported no remaining Twilio position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 375 Twilio shares in Q1 2022, an estimated $99K.
Elmwood Wealth Management first reported a position in Twilio in Q1 2018 and held it in 13 quarters.
Elmwood Wealth Management's Twilio position peaked at $148K in Q2 2021.
873 funds tracked by Wall St. Rank held Twilio as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.