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Harbert Fund Advisors’s Twilio TWLO Stock Holding History

Harbert Fund Advisors’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
2023
Q2 		– Sell
-37,400
Closed -$2.49M – 55
2023
Q1 		$2.49M Buy
+37,400
New +$2.31M 1.65% 27

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

Harbert Fund Advisors's TWLO Position: Q2 2023 in Review

Harbert Fund Advisors sold out of Twilio (TWLO) in Q2 2023, closing a stake of 37,400 shares — an estimated $2.49M sold.

Harbert Fund Advisors first reported a position in TWLO in Q1 2023 and held it in 1 quarter. The position peaked at $2.49M in Q1 2023. 619 funds tracked by Wall St. Rank hold TWLO as of Q2 2023.

  • Harbert Fund Advisors reported no remaining Twilio position as of Q2 2023 after selling out during the quarter.
  • Harbert Fund Advisors sold 37,400 Twilio shares in Q2 2023, an estimated $2.49M.
  • Harbert Fund Advisors first reported a position in Twilio in Q1 2023 and held it in 1 quarter.
  • Harbert Fund Advisors's Twilio position peaked at $2.49M in Q1 2023.
  • 619 funds tracked by Wall St. Rank held Twilio as of Q2 2023.

Based on Harbert Fund Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.