First Growth Investment Manager’s Twilio TWLO Stock Holding History

First Growth Investment Manager’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	$210K	Sell	3,300 -10,950	-77%	-$646K	0.35%	23
2023 Q1	$949K	Sell	14,250 -13,700	-49%	-$845K	1.71%	19
2022 Q4	$1.37M	Buy	27,950 +3,000	+12%	+$171K	2.99%	14
2022 Q3	$1.73M	Sell	24,950 -17,157	-41%	-$1.37M	2.73%	18
2022 Q2	$3.53M	Buy	42,107 +162	+0.4%	+$18.1K	4.56%	10
2022 Q1	$6.91M	Buy	41,945 +4,600	+12%	+$838K	5.04%	3
2021 Q4	$9.83M	Sell	37,345 -1,700	-4%	-$508K	5.07%	2
2021 Q3	$12.5M	Buy	39,045 +145	+0.4%	+$52.8K	4.54%	5
2021 Q2	$15.3M	Hold	38,900	–	–	5.6%	3
2021 Q1	$13.3M	Sell	38,900 -50	-0.1%	-$18.7K	4.53%	4
2020 Q4	$13.2M	Buy	+38,950	New	+$12.2M	9.25%	1

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

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 Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Growth Investment Manager's TWLO Position: Q2 2023 in Review

First Growth Investment Manager reduced its Twilio (TWLO) stake by 77% in Q2 2023, selling an estimated $646K and leaving 3,300 shares worth $210K. The position accounts for 0.35% of the portfolio, ranked #23.

First Growth Investment Manager first reported a position in TWLO in Q4 2020 and has held it in 11 quarters since. The position peaked at $15.3M in Q2 2021. 619 funds tracked by Wall St. Rank hold TWLO as of Q2 2023.

First Growth Investment Manager held 3,300 shares of Twilio worth $210K as of Q2 2023.
First Growth Investment Manager sold 10,950 Twilio shares in Q2 2023, an estimated $646K.
Twilio made up 0.35% of First Growth Investment Manager's portfolio in Q2 2023, its #23 holding.
First Growth Investment Manager first reported a position in Twilio in Q4 2020 and has held it in 11 quarters since.
First Growth Investment Manager's Twilio position peaked at $15.3M in Q2 2021.
619 funds tracked by Wall St. Rank held Twilio as of Q2 2023.

Based on First Growth Investment Manager's 13F filing for Q2 2023, filed 2 Aug 2023.