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James Investment Research’s Twilio TWLO Stock Holding History

James Investment Research’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
Q1 		– Sell
-531
Closed -$26K – 641
2022
Q4 		$26K Buy
+531
New +$30.2K ﹤0.01% 428
2022
Q1 		– Sell
-152
Closed -$40K – 547
2021
Q4 		$40K Sell
152
-297
-66% -$88.8K ﹤0.01% 395
2021
Q3 		$143K Buy
449
+258
+135% +$93.9K 0.01% 309
2021
Q2 		$75K Sell
191
-393
-67% -$136K 0.01% 350
2021
Q1 		$199K Buy
584
+29
+5% +$10.9K 0.02% 283
2020
Q4 		$188K Buy
555
+259
+88% +$80.9K 0.02% 270
2020
Q3 		$73K Sell
296
-55
-16% -$13.6K 0.01% 297
2020
Q2 		$77K Sell
351
-229
-39% -$36.8K 0.01% 291
2020
Q1 		$52K Buy
+580
New +$63.7K 0.01% 305

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
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
AIM
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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

James Investment Research's TWLO Position: Q1 2023 in Review

James Investment Research sold out of Twilio (TWLO) in Q1 2023, closing a stake of 531 shares — an estimated $26K sold.

James Investment Research first reported a position in TWLO in Q1 2020 and held it in 9 quarters. The position peaked at $199K in Q1 2021. 658 funds tracked by Wall St. Rank hold TWLO as of Q1 2023.

  • James Investment Research reported no remaining Twilio position as of Q1 2023 after selling out during the quarter.
  • James Investment Research sold 531 Twilio shares in Q1 2023, an estimated $26K.
  • James Investment Research first reported a position in Twilio in Q1 2020 and held it in 9 quarters.
  • James Investment Research's Twilio position peaked at $199K in Q1 2021.
  • 658 funds tracked by Wall St. Rank held Twilio as of Q1 2023.

Based on James Investment Research's 13F filing for Q1 2023, filed 26 Apr 2023.