Frisch Financial Group’s Twilio TWLO Stock Holding History

Frisch Financial Group’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	-755	Closed	-$257K	–	159
2021 Q1	$257K	Buy	755 +40	+6%	+$15K	0.09%	121
2020 Q4	$242K	Buy	+715	New	+$223K	0.09%	109

Other funds holding TWLO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Frisch Financial Group's TWLO Position: Q2 2021 in Review

Frisch Financial Group sold out of Twilio (TWLO) in Q2 2021, closing a stake of 755 shares — an estimated $257K sold.

Frisch Financial Group first reported a position in TWLO in Q4 2020 and held it in 2 quarters. The position peaked at $257K in Q1 2021. 940 funds tracked by Wall St. Rank hold TWLO as of Q2 2021.

Frisch Financial Group reported no remaining Twilio position as of Q2 2021 after selling out during the quarter.
Frisch Financial Group sold 755 Twilio shares in Q2 2021, an estimated $257K.
Frisch Financial Group first reported a position in Twilio in Q4 2020 and held it in 2 quarters.
Frisch Financial Group's Twilio position peaked at $257K in Q1 2021.
940 funds tracked by Wall St. Rank held Twilio as of Q2 2021.

Based on Frisch Financial Group's 13F filing for Q2 2021, filed 12 Aug 2021.