Gofen & Glossberg’s Twilio TWLO Stock Holding History

Gofen & Glossberg’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	$346K	Sell	7,070 -560	-7%	-$31.9K	0.01%	406
2022 Q3	$528K	Buy	7,630 +2,870	+60%	+$229K	0.01%	304
2022 Q2	$399K	Buy	4,760 +2,080	+78%	+$233K	0.01%	363
2022 Q1	$442K	Buy	+2,680	New	+$488K	0.01%	367
2021 Q3	–	Sell	-600	Closed	-$236K	–	621
2021 Q2	$236K	Sell	600 -300	-33%	-$104K	0.01%	496
2021 Q1	$307K	Buy	900 +300	+50%	+$112K	0.01%	409
2020 Q4	$203K	Buy	+600	New	+$187K	0.01%	487

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 $175B AUM 40.63% 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

Gofen & Glossberg's TWLO Position: Q4 2022 in Review

Gofen & Glossberg reduced its Twilio (TWLO) stake by 7.3% in Q4 2022, selling an estimated $31.9K and leaving 7,070 shares worth $346K. The position accounts for 0.01% of the portfolio, ranked #406.

Gofen & Glossberg first reported a position in TWLO in Q4 2020 and has held it in 7 quarters since. The position peaked at $528K in Q3 2022. 613 funds tracked by Wall St. Rank hold TWLO as of Q4 2022.

Gofen & Glossberg held 7,070 shares of Twilio worth $346K as of Q4 2022.
Gofen & Glossberg sold 560 Twilio shares in Q4 2022, an estimated $31.9K.
Twilio made up 0.01% of Gofen & Glossberg's portfolio in Q4 2022, its #406 holding.
Gofen & Glossberg first reported a position in Twilio in Q4 2020 and has held it in 7 quarters since.
Gofen & Glossberg's Twilio position peaked at $528K in Q3 2022.
613 funds tracked by Wall St. Rank held Twilio as of Q4 2022.

Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.