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Facet Wealth Inc’s Twilio TWLO Stock Holding History

Facet Wealth Inc’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
2023
Q2 		– Sell
-4,850
Closed -$323K – 96
2023
Q1 		$323K Sell
4,850
-3,388
-41% -$209K 0.02% 62
2022
Q4 		$495K Sell
8,238
-39
-0.5% -$2.22K 0.03% 45
2022
Q3 		$378K Sell
8,277
-2,717
-25% -$217K 0.03% 52
2022
Q2 		$921K Buy
10,994
+36
+0.3% +$4.03K 0.08% 42
2022
Q1 		$1.81M Sell
10,958
-4,292
-28% -$782K 0.16% 31
2021
Q4 		$4.02M Sell
15,250
-397
-3% -$119K 0.37% 25
2021
Q3 		$4.99M Buy
+15,647
New +$5.7M 0.57% 19

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Facet Wealth Inc's TWLO Position: Q2 2023 in Review

Facet Wealth Inc sold out of Twilio (TWLO) in Q2 2023, closing a stake of 4,850 shares — an estimated $323K sold.

Facet Wealth Inc first reported a position in TWLO in Q3 2021 and held it in 7 quarters. The position peaked at $4.99M in Q3 2021. 619 funds tracked by Wall St. Rank hold TWLO as of Q2 2023.

  • Facet Wealth Inc reported no remaining Twilio position as of Q2 2023 after selling out during the quarter.
  • Facet Wealth Inc sold 4,850 Twilio shares in Q2 2023, an estimated $323K.
  • Facet Wealth Inc first reported a position in Twilio in Q3 2021 and held it in 7 quarters.
  • Facet Wealth Inc's Twilio position peaked at $4.99M in Q3 2021.
  • 619 funds tracked by Wall St. Rank held Twilio as of Q2 2023.

Based on Facet Wealth Inc's 13F filing for Q2 2023, filed 4 Aug 2023.