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Exencial Wealth Advisors’s Twilio TWLO Stock Holding History

Exencial 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
2021
Q3 		– Sell
-743
Closed -$293K – 448
2021
Q2 		$293K Sell
743
-167
-18% -$58K 0.02% 382
2021
Q1 		$310K Buy
910
+106
+13% +$39.7K 0.02% 350
2020
Q4 		$272K Buy
+804
New +$251K 0.02% 320

Other funds holding TWLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Exencial Wealth Advisors's TWLO Position: Q3 2021 in Review

Exencial Wealth Advisors sold out of Twilio (TWLO) in Q3 2021, closing a stake of 743 shares — an estimated $293K sold.

Exencial Wealth Advisors first reported a position in TWLO in Q4 2020 and held it in 3 quarters. The position peaked at $310K in Q1 2021. 915 funds tracked by Wall St. Rank hold TWLO as of Q3 2021.

  • Exencial Wealth Advisors reported no remaining Twilio position as of Q3 2021 after selling out during the quarter.
  • Exencial Wealth Advisors sold 743 Twilio shares in Q3 2021, an estimated $293K.
  • Exencial Wealth Advisors first reported a position in Twilio in Q4 2020 and held it in 3 quarters.
  • Exencial Wealth Advisors's Twilio position peaked at $310K in Q1 2021.
  • 915 funds tracked by Wall St. Rank held Twilio as of Q3 2021.

Based on Exencial Wealth Advisors's 13F filing for Q3 2021, filed 4 Nov 2021.