Ergoteles’s Twilio TWLO Stock Holding History

Ergoteles’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	-13,939	Closed	-$3.67M	–	1636
2021 Q4	$3.67M	Buy	+13,939	New	+$4.17M	0.14%	154
2021 Q3	–	Sell	-58,020	Closed	-$22.9M	–	1677
2021 Q2	$22.9M	Buy	58,020 +25,197	+77%	+$8.75M	0.52%	31
2021 Q1	$11.2M	Sell	32,823 -45,531	-58%	-$17.1M	0.35%	73
2020 Q4	$26.5M	Buy	+78,354	New	+$24.5M	0.88%	23

Other funds holding TWLO

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ergoteles's TWLO Position: Q1 2022 in Review

Ergoteles sold out of Twilio (TWLO) in Q1 2022, closing a stake of 13,939 shares — an estimated $3.67M sold.

Ergoteles first reported a position in TWLO in Q4 2020 and held it in 4 quarters. The position peaked at $26.5M in Q4 2020. 872 funds tracked by Wall St. Rank hold TWLO as of Q1 2022.

Ergoteles reported no remaining Twilio position as of Q1 2022 after selling out during the quarter.
Ergoteles sold 13,939 Twilio shares in Q1 2022, an estimated $3.67M.
Ergoteles first reported a position in Twilio in Q4 2020 and held it in 4 quarters.
Ergoteles's Twilio position peaked at $26.5M in Q4 2020.
872 funds tracked by Wall St. Rank held Twilio as of Q1 2022.

Based on Ergoteles's 13F filing for Q1 2022, filed 13 May 2022.