First Foundation Advisors’s Twilio TWLO Stock Holding History

First Foundation 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 Q2	–	Sell	-1,758	Closed	-$290K	–	454
2022 Q1	$290K	Buy	1,758 +25	+1%	+$4.56K	0.01%	342
2021 Q4	$456K	Buy	1,733 +552	+47%	+$165K	0.02%	283
2021 Q3	$377K	Buy	1,181 +36	+3%	+$13.1K	0.01%	323
2021 Q2	$451K	Buy	1,145 +150	+15%	+$52.1K	0.02%	299
2021 Q1	$339K	Buy	995 +202	+25%	+$75.7K	0.01%	322
2020 Q4	$268K	Buy	+793	New	+$248K	0.01%	350
2017 Q1	–	Sell	-22,050	Closed	-$636K	–	345
2016 Q4	$636K	Sell	22,050 -484	-2%	-$18.1K	0.04%	172
2016 Q3	$1.45M	Buy	22,534 +12,034	+115%	+$601K	0.1%	116
2016 Q2	$383K	Buy	+10,500	New	+$325K	0.03%	217

Other funds holding TWLO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

First Foundation Advisors's TWLO Position: Q2 2022 in Review

First Foundation Advisors sold out of Twilio (TWLO) in Q2 2022, closing a stake of 1,758 shares — an estimated $290K sold.

First Foundation Advisors first reported a position in TWLO in Q2 2016 and held it in 9 quarters. The position peaked at $1.45M in Q3 2016. 761 funds tracked by Wall St. Rank hold TWLO as of Q2 2022.

First Foundation Advisors reported no remaining Twilio position as of Q2 2022 after selling out during the quarter.
First Foundation Advisors sold 1,758 Twilio shares in Q2 2022, an estimated $290K.
First Foundation Advisors first reported a position in Twilio in Q2 2016 and held it in 9 quarters.
First Foundation Advisors's Twilio position peaked at $1.45M in Q3 2016.
761 funds tracked by Wall St. Rank held Twilio as of Q2 2022.

Based on First Foundation Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.