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Halpern Financial’s Twilio TWLO Stock Holding History

Halpern Financial’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
Q4 		– Sell
-100
Closed -$31.9K – 292
2021
Q3 		$31.9K Hold
100
– – 0.01% 87
2021
Q2 		$39.4K Hold
100
– – 0.02% 73
2021
Q1 		$34.1K Hold
100
– – 0.02% 69
2020
Q4 		$33.9K Hold
100
– – 0.02% 64
2020
Q3 		$24.7K Buy
+100
New +$24.7K 0.01% 68

Other funds holding TWLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Halpern Financial's TWLO Position: Q4 2021 in Review

Halpern Financial sold out of Twilio (TWLO) in Q4 2021, closing a stake of 100 shares — an estimated $31.9K sold.

Halpern Financial first reported a position in TWLO in Q3 2020 and held it in 5 quarters. The position peaked at $39.4K in Q2 2021. 949 funds tracked by Wall St. Rank hold TWLO as of Q4 2021.

  • Halpern Financial reported no remaining Twilio position as of Q4 2021 after selling out during the quarter.
  • Halpern Financial sold 100 Twilio shares in Q4 2021, an estimated $31.9K.
  • Halpern Financial first reported a position in Twilio in Q3 2020 and held it in 5 quarters.
  • Halpern Financial's Twilio position peaked at $39.4K in Q2 2021.
  • 949 funds tracked by Wall St. Rank held Twilio as of Q4 2021.

Based on Halpern Financial's 13F filing for Q4 2021, filed 21 Sep 2023.