Geneva Capital Management’s Twilio TWLO Stock Holding History

Geneva Capital Management’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 Q4	–	Sell	-37,429	Closed	-$2.59M	–	126
2022 Q3	$2.59M	Sell	37,429 -3,661	-9%	-$293K	0.06%	119
2022 Q2	$3.44M	Sell	41,090 -174	-0.4%	-$19.5K	0.08%	113
2022 Q1	$6.8M	Buy	41,264 +19,414	+89%	+$3.54M	0.13%	105
2021 Q4	$5.75M	Buy	21,850 +1,583	+8%	+$473K	0.09%	106
2021 Q3	$6.47M	Buy	+20,267	New	+$7.38M	0.11%	106

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geneva Capital Management's TWLO Position: Q4 2022 in Review

Geneva Capital Management sold out of Twilio (TWLO) in Q4 2022, closing a stake of 37,429 shares — an estimated $2.59M sold.

Geneva Capital Management first reported a position in TWLO in Q3 2021 and held it in 5 quarters. The position peaked at $6.8M in Q1 2022. 612 funds tracked by Wall St. Rank hold TWLO as of Q4 2022.

Geneva Capital Management reported no remaining Twilio position as of Q4 2022 after selling out during the quarter.
Geneva Capital Management sold 37,429 Twilio shares in Q4 2022, an estimated $2.59M.
Geneva Capital Management first reported a position in Twilio in Q3 2021 and held it in 5 quarters.
Geneva Capital Management's Twilio position peaked at $6.8M in Q1 2022.
612 funds tracked by Wall St. Rank held Twilio as of Q4 2022.

Based on Geneva Capital Management's 13F filing for Q4 2022, filed 7 Feb 2023.