FGIM
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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
2021
Q2 		– Sell
-50,000
Closed -$17M – 43
2021
Q1 		$17M Buy
+50,000
New +$18.7M 5.82% 2

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

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.