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IHT Wealth Management’s Twilio TWLO Stock Holding History

IHT Wealth Management’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
Q2 		– Sell
-1,985
Closed -$327K – 806
2022
Q1 		$327K Hold
1,985
– – 0.02% 536
2021
Q4 		$523K Sell
1,985
-126
-6% -$37.7K 0.04% 423
2021
Q3 		$674K Sell
2,111
-49
-2% -$17.8K 0.05% 333
2021
Q2 		$851K Buy
2,160
+29
+1% +$10.1K 0.05% 361
2021
Q1 		$726K Sell
2,131
-1,850
-46% -$693K 0.05% 348
2020
Q4 		$1.35M Buy
3,981
+101
+3% +$31.6K 0.11% 197
2020
Q3 		$959K Hold
3,880
– – 0.1% 219
2020
Q2 		$851K Buy
3,880
+8
+0.2% +$1.28K 0.12% 196
2020
Q1 		$347K Buy
3,872
+200
+5% +$22K 0.05% 346
2019
Q4 		$361K Sell
3,672
-1,493
-29% -$152K 0.04% 398
2019
Q3 		$568K Sell
5,165
-263
-5% -$34.1K 0.08% 295
2019
Q2 		$740K Buy
5,428
+591
+12% +$78.7K 0.11% 219
2019
Q1 		$625K Sell
4,837
-1,893
-28% -$213K 0.1% 228
2018
Q4 		$601K Sell
6,730
-75
-1% -$6.09K 0.12% 210
2018
Q3 		$587K Sell
6,805
-2,190
-24% -$160K 0.13% 201
2018
Q2 		$504K Sell
8,995
-847
-9% -$42K 0.13% 203
2018
Q1 		$361K Sell
9,842
-205
-2% -$6.49K 0.1% 239
2017
Q4 		$263K Buy
10,047
+430
+4% +$12.1K 0.07% 309
2017
Q3 		$310K Sell
9,617
-343
-3% -$10.3K 0.13% 178
2017
Q2 		$47K Buy
+9,960
New +$272K 0.02% 520

Other funds holding TWLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

IHT Wealth Management's TWLO Position: Q2 2022 in Review

IHT Wealth Management sold out of Twilio (TWLO) in Q2 2022, closing a stake of 1,985 shares — an estimated $327K sold.

IHT Wealth Management first reported a position in TWLO in Q2 2017 and held it in 20 quarters. The position peaked at $1.35M in Q4 2020. 761 funds tracked by Wall St. Rank hold TWLO as of Q2 2022.

  • IHT Wealth Management reported no remaining Twilio position as of Q2 2022 after selling out during the quarter.
  • IHT Wealth Management sold 1,985 Twilio shares in Q2 2022, an estimated $327K.
  • IHT Wealth Management first reported a position in Twilio in Q2 2017 and held it in 20 quarters.
  • IHT Wealth Management's Twilio position peaked at $1.35M in Q4 2020.
  • 761 funds tracked by Wall St. Rank held Twilio as of Q2 2022.

Based on IHT Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.