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Evoke Wealth’s Twilio TWLO Stock Holding History

Evoke Wealth’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
-130
Closed -$9K – 1085
2022
Q3 		$9K Sell
130
-44
-25% -$3.52K ﹤0.01% 781
2022
Q2 		$15K Hold
174
– – ﹤0.01% 707
2022
Q1 		$29K Buy
174
+125
+255% +$22.8K ﹤0.01% 598
2021
Q4 		$13K Sell
49
-100
-67% -$29.9K ﹤0.01% 751
2021
Q3 		$47K Hold
149
– – ﹤0.01% 512
2021
Q2 		$59K Buy
149
+87
+140% +$30.2K ﹤0.01% 508
2021
Q1 		$21K Buy
62
+18
+41% +$6.74K ﹤0.01% 578
2020
Q4 		$15K Hold
44
– – ﹤0.01% 531
2020
Q3 		$11K Hold
44
– – ﹤0.01% 552
2020
Q2 		$10K Buy
+44
New +$7.07K ﹤0.01% 555

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
Fidelity Investments
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
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Evoke Wealth's TWLO Position: Q4 2022 in Review

Evoke Wealth sold out of Twilio (TWLO) in Q4 2022, closing a stake of 130 shares — an estimated $9K sold.

Evoke Wealth first reported a position in TWLO in Q2 2020 and held it in 10 quarters. The position peaked at $59K in Q2 2021. 611 funds tracked by Wall St. Rank hold TWLO as of Q4 2022.

  • Evoke Wealth reported no remaining Twilio position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 130 Twilio shares in Q4 2022, an estimated $9K.
  • Evoke Wealth first reported a position in Twilio in Q2 2020 and held it in 10 quarters.
  • Evoke Wealth's Twilio position peaked at $59K in Q2 2021.
  • 611 funds tracked by Wall St. Rank held Twilio as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.