IA
TWLO icon

IAM Advisory’s Twilio TWLO Stock Holding History

IAM 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
-2,663
Closed -$606K – 85
2021
Q4 		$606K Sell
2,663
-13
-0.5% -$3.89K 0.24% 55
2021
Q3 		$858K Buy
+2,676
New +$974K 0.36% 46
2021
Q2 		– Sell
-2,608
Closed -$939K – 98
2021
Q1 		$939K Buy
2,608
+50
+2% +$18.7K 0.41% 35
2020
Q4 		$996K Buy
+2,558
New +$799K 0.5% 30

Other funds holding TWLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
ARK Investment Management
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nikko Asset Management Americas
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

IAM Advisory's TWLO Position: Q1 2022 in Review

IAM Advisory sold out of Twilio (TWLO) in Q1 2022, closing a stake of 2,663 shares — an estimated $606K sold.

IAM Advisory first reported a position in TWLO in Q4 2020 and held it in 4 quarters. The position peaked at $996K in Q4 2020. 873 funds tracked by Wall St. Rank hold TWLO as of Q1 2022.

  • IAM Advisory reported no remaining Twilio position as of Q1 2022 after selling out during the quarter.
  • IAM Advisory sold 2,663 Twilio shares in Q1 2022, an estimated $606K.
  • IAM Advisory first reported a position in Twilio in Q4 2020 and held it in 4 quarters.
  • IAM Advisory's Twilio position peaked at $996K in Q4 2020.
  • 873 funds tracked by Wall St. Rank held Twilio as of Q1 2022.

Based on IAM Advisory's 13F filing for Q1 2022, filed 14 Apr 2022.