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Financial Architects (New Jersey)’s Twilio TWLO Stock Holding History

Financial Architects (New Jersey)’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 		$636K Hold
10,000
– – 0.1% 182
2023
Q1 		$666K Hold
10,000
– – 0.11% 176
2022
Q4 		$490K Hold
10,000
– – 0.08% 213
2022
Q3 		$691K Buy
+10,000
New +$799K 0.12% 165
2022
Q2 		– Sell
-10,000
Closed -$1.65M – 267
2022
Q1 		$1.65M Buy
+10,000
New +$1.82M 0.24% 103
2020
Q3 		– Sell
-100
Closed -$22K – 737
2020
Q2 		$22K Sell
100
-133
-57% -$21.4K 0.01% 539
2020
Q1 		$21K Hold
233
– – 0.01% 505
2019
Q4 		$23K Hold
233
– – 0.01% 556
2019
Q3 		$26K Sell
233
-222
-49% -$28.8K 0.01% 549
2019
Q2 		$62K Sell
455
-210
-32% -$28K 0.01% 468
2019
Q1 		$86K Buy
665
+332
+100% +$37.4K 0.01% 499
2018
Q4 		$30K Sell
333
-400
-55% -$32.5K 0.01% 694
2018
Q3 		$63K Buy
733
+83
+13% +$6.07K 0.01% 571
2018
Q2 		$36K Hold
650
– – 0.01% 650
2018
Q1 		$25K Sell
650
-120
-16% -$3.8K ﹤0.01% 824
2017
Q4 		$18K Sell
770
-80
-9% -$2.25K ﹤0.01% 994
2017
Q3 		$25K Sell
850
-300
-26% -$8.99K ﹤0.01% 913
2017
Q2 		$34K Hold
1,150
– – 0.01% 806
2017
Q1 		$34K Buy
1,150
+300
+35% +$9.07K 0.01% 782
2016
Q4 		$25K Sell
850
-600
-41% -$22.5K 0.01% 784
2016
Q3 		$93K Buy
+1,450
New +$72.4K 0.03% 414

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
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Financial Architects (New Jersey)'s TWLO Position: Q2 2023 in Review

Financial Architects (New Jersey) held its Twilio (TWLO) position steady in Q2 2023 at 10,000 shares worth $636K. The position accounts for 0.1% of the portfolio, ranked #182.

Financial Architects (New Jersey) first reported a position in TWLO in Q3 2016 and has held it in 21 quarters since. The position peaked at $1.65M in Q1 2022. 620 funds tracked by Wall St. Rank hold TWLO as of Q2 2023.

  • Financial Architects (New Jersey) held 10,000 shares of Twilio worth $636K as of Q2 2023.
  • Financial Architects (New Jersey) left its Twilio share count unchanged in Q2 2023.
  • Twilio made up 0.1% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #182 holding.
  • Financial Architects (New Jersey) first reported a position in Twilio in Q3 2016 and has held it in 21 quarters since.
  • Financial Architects (New Jersey)'s Twilio position peaked at $1.65M in Q1 2022.
  • 620 funds tracked by Wall St. Rank held Twilio as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.