Family Management’s Twilio TWLO Stock Holding History

Family Management’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 Q2	–	Sell	-2,419	Closed	-$399K	–	199
2022 Q1	$399K	Sell	2,419 -849	-26%	-$155K	0.11%	108
2021 Q4	$861K	Buy	3,268 +1,601	+96%	+$479K	0.22%	74
2021 Q3	$532K	Buy	1,667 +389	+30%	+$142K	0.15%	98
2021 Q2	$504K	Buy	1,278 +413	+48%	+$143K	0.13%	108
2021 Q1	$295K	Buy	+865	New	+$324K	0.09%	116

Other funds holding TWLO

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

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

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

AIM

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

NAMA

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

Family Management's TWLO Position: Q2 2022 in Review

Family Management sold out of Twilio (TWLO) in Q2 2022, closing a stake of 2,419 shares — an estimated $399K sold.

Family Management first reported a position in TWLO in Q1 2021 and held it in 5 quarters. The position peaked at $861K in Q4 2021. 760 funds tracked by Wall St. Rank hold TWLO as of Q2 2022.

Family Management reported no remaining Twilio position as of Q2 2022 after selling out during the quarter.
Family Management sold 2,419 Twilio shares in Q2 2022, an estimated $399K.
Family Management first reported a position in Twilio in Q1 2021 and held it in 5 quarters.
Family Management's Twilio position peaked at $861K in Q4 2021.
760 funds tracked by Wall St. Rank held Twilio as of Q2 2022.

Based on Family Management's 13F filing for Q2 2022, filed 15 Aug 2022.