HWMA
TWLO icon

Heritage Wealth Management (Arizona)’s Twilio TWLO Stock Holding History

Heritage Wealth Management (Arizona)’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 		$1.27K Sell
26
-434
-94% -$24.7K ﹤0.01% 1010
2022
Q3 		$32K Buy
460
+3
+0.7% +$240 0.01% 463
2022
Q2 		$38.3K Sell
457
-6
-1% -$671 0.01% 458
2022
Q1 		$76K Buy
+463
New +$84.4K 0.02% 409

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
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
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s TWLO Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) reduced its Twilio (TWLO) stake by 94% in Q4 2022, selling an estimated $24.7K and leaving 26 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1010.

Heritage Wealth Management (Arizona) first reported a position in TWLO in Q1 2022 and has held it in 4 quarters since. The position peaked at $76K in Q1 2022. 612 funds tracked by Wall St. Rank hold TWLO as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 26 shares of Twilio worth $1.27K as of Q4 2022.
  • Heritage Wealth Management (Arizona) sold 434 Twilio shares in Q4 2022, an estimated $24.7K.
  • Twilio made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #1010 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Twilio in Q1 2022 and has held it in 4 quarters since.
  • Heritage Wealth Management (Arizona)'s Twilio position peaked at $76K in Q1 2022.
  • 612 funds tracked by Wall St. Rank held Twilio as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.