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Institutional & Family Asset Management’s Twilio TWLO Stock Holding History

Institutional & Family Asset 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
2020
Q4 		– Sell
-2
Closed – – 935
2020
Q3 		$0 Hold
2
– – ﹤0.01% 892
2020
Q2 		$0 Sell
2
-2
-50% -$321 ﹤0.01% 917
2020
Q1 		$0 Buy
+4
New +$439 ﹤0.01% 912
2019
Q4 		– Sell
-158
Closed -$17K – 893
2019
Q3 		$17K Sell
158
-25
-14% -$3.24K ﹤0.01% 422
2019
Q2 		$25K Buy
183
+24
+15% +$3.2K 0.01% 394
2019
Q1 		$21K Buy
159
+15
+10% +$1.69K ﹤0.01% 429
2018
Q4 		$13K Sell
144
-96
-40% -$7.8K ﹤0.01% 439
2018
Q3 		$21K Hold
240
– – ﹤0.01% 436
2018
Q2 		$13K Hold
240
– – ﹤0.01% 487
2018
Q1 		$9K Buy
+240
New +$7.6K ﹤0.01% 530

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
SM
SCGE Management Menlo Park, California $5.9B AUM 8.54% 1-Year Est. Return

Institutional & Family Asset Management's TWLO Position: Q4 2020 in Review

Institutional & Family Asset Management sold out of Twilio (TWLO) in Q4 2020, closing a stake of 2 shares.

Institutional & Family Asset Management first reported a position in TWLO in Q1 2018 and held it in 10 quarters. The position peaked at $25K in Q2 2019. 896 funds tracked by Wall St. Rank hold TWLO as of Q4 2020.

  • Institutional & Family Asset Management reported no remaining Twilio position as of Q4 2020 after selling out during the quarter.
  • Institutional & Family Asset Management sold 2 Twilio shares in Q4 2020.
  • Institutional & Family Asset Management first reported a position in Twilio in Q1 2018 and held it in 10 quarters.
  • Institutional & Family Asset Management's Twilio position peaked at $25K in Q2 2019.
  • 896 funds tracked by Wall St. Rank held Twilio as of Q4 2020.

Based on Institutional & Family Asset Management's 13F filing for Q4 2020, filed 3 Feb 2021.