HBK Sorce Advisory’s Twilio TWLO Stock Holding History

HBK Sorce Advisory’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 Q1	–	Sell	-1,310	Closed	-$345K	–	617
2021 Q4	$345K	Buy	1,310 +54	+4%	+$16.1K	0.02%	417
2021 Q3	$401K	Sell	1,256 -158	-11%	-$57.5K	0.02%	364
2021 Q2	$557K	Buy	1,414 +395	+39%	+$137K	0.03%	304
2021 Q1	$347K	Buy	1,019 +31	+3%	+$11.6K	0.02%	373
2020 Q4	$334K	Buy	+988	New	+$309K	0.02%	351
2019 Q2	–	Sell	-2,215	Closed	-$286K	–	446
2019 Q1	$286K	Buy	+2,215	New	+$249K	0.03%	345

Other funds holding TWLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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

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

HBK Sorce Advisory's TWLO Position: Q1 2022 in Review

HBK Sorce Advisory sold out of Twilio (TWLO) in Q1 2022, closing a stake of 1,310 shares — an estimated $345K sold.

HBK Sorce Advisory first reported a position in TWLO in Q1 2019 and held it in 6 quarters. The position peaked at $557K in Q2 2021. 872 funds tracked by Wall St. Rank hold TWLO as of Q1 2022.

HBK Sorce Advisory reported no remaining Twilio position as of Q1 2022 after selling out during the quarter.
HBK Sorce Advisory sold 1,310 Twilio shares in Q1 2022, an estimated $345K.
HBK Sorce Advisory first reported a position in Twilio in Q1 2019 and held it in 6 quarters.
HBK Sorce Advisory's Twilio position peaked at $557K in Q2 2021.
872 funds tracked by Wall St. Rank held Twilio as of Q1 2022.

Based on HBK Sorce Advisory's 13F filing for Q1 2022, filed 13 May 2022.