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Evolution Wealth Advisors’s Twilio TWLO Stock Holding History

Evolution Wealth 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
Q1 		– Sell
-1,043
Closed -$275K – 146
2021
Q4 		$275K Buy
1,043
+215
+26% +$64.3K 0.04% 101
2021
Q3 		$264K Sell
828
-53
-6% -$19.3K 0.06% 87
2021
Q2 		$347K Buy
881
+234
+36% +$81.2K 0.07% 84
2021
Q1 		$220K Buy
647
+72
+13% +$27K 0.05% 103
2020
Q4 		$195K Sell
575
-306
-35% -$95.6K 0.04% 105
2020
Q3 		$218K Buy
881
+92
+12% +$22.7K 0.06% 95
2020
Q2 		$173K Buy
789
+122
+18% +$19.6K 0.06% 84
2020
Q1 		$60K Buy
+667
New +$73.2K 0.02% 106
2019
Q4 		– Sell
-80
Closed -$9K – 699
2019
Q3 		$9K Sell
80
-567
-88% -$73.5K ﹤0.01% 196
2019
Q2 		$88K Sell
647
-45
-7% -$5.99K 0.04% 68
2019
Q1 		$89K Sell
692
-359
-34% -$40.4K 0.04% 66
2018
Q4 		$94K Buy
+1,051
New +$85.4K 0.04% 81

Other funds holding TWLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sands Capital Management
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
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Evolution Wealth Advisors's TWLO Position: Q1 2022 in Review

Evolution Wealth Advisors sold out of Twilio (TWLO) in Q1 2022, closing a stake of 1,043 shares — an estimated $275K sold.

Evolution Wealth Advisors first reported a position in TWLO in Q4 2018 and held it in 12 quarters. The position peaked at $347K in Q2 2021. 873 funds tracked by Wall St. Rank hold TWLO as of Q1 2022.

  • Evolution Wealth Advisors reported no remaining Twilio position as of Q1 2022 after selling out during the quarter.
  • Evolution Wealth Advisors sold 1,043 Twilio shares in Q1 2022, an estimated $275K.
  • Evolution Wealth Advisors first reported a position in Twilio in Q4 2018 and held it in 12 quarters.
  • Evolution Wealth Advisors's Twilio position peaked at $347K in Q2 2021.
  • 873 funds tracked by Wall St. Rank held Twilio as of Q1 2022.

Based on Evolution Wealth Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.