Horan Securities’s Twilio TWLO Stock Holding History

Horan Securities’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 Q3	–	Sell	-4	Closed	-$246	–	622
2023 Q2	$246	Hold	4	–	–	﹤0.01%	689
2023 Q1	$257	Buy	4 +1	+33%	+$62	﹤0.01%	706
2022 Q4	$140	Hold	3	–	–	﹤0.01%	765
2022 Q3	$0	Hold	3	–	–	﹤0.01%	792
2022 Q2	$0	Buy	3 +2	+200%	+$224	﹤0.01%	743
2022 Q1	$0	Buy	+1	New	+$182	﹤0.01%	553

Other funds holding TWLO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $7.75B AUM 33.73% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Horan Securities's TWLO Position: Q3 2023 in Review

Horan Securities sold out of Twilio (TWLO) in Q3 2023, closing a stake of 4 shares — an estimated $246 sold.

Horan Securities first reported a position in TWLO in Q1 2022 and held it in 6 quarters. The position peaked at $257 in Q1 2023. 605 funds tracked by Wall St. Rank hold TWLO as of Q3 2023.

Horan Securities reported no remaining Twilio position as of Q3 2023 after selling out during the quarter.
Horan Securities sold 4 Twilio shares in Q3 2023, an estimated $246.
Horan Securities first reported a position in Twilio in Q1 2022 and held it in 6 quarters.
Horan Securities's Twilio position peaked at $257 in Q1 2023.
605 funds tracked by Wall St. Rank held Twilio as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.