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Kelly Financial Services’s Twilio TWLO Stock Holding History

Kelly Financial Services’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
Q3 		– Sell
-285
Closed -$23.9K – 717
2022
Q2 		$23.9K Sell
285
-28
-9% -$3.13K 0.01% 235
2022
Q1 		$51.6K Buy
313
+107
+52% +$19.5K 0.02% 173
2021
Q4 		$54.2K Buy
206
+133
+182% +$39.8K 0.02% 166
2021
Q3 		$23.3K Sell
73
-22,394
-100% -$8.15M 0.01% 239
2021
Q2 		$57K Buy
22,467
+22,458
+249,533% +$7.8M ﹤0.01% 445
2021
Q1 		$3.07K Hold
9
– – ﹤0.01% 462
2020
Q4 		$3.05K Buy
+9
New +$2.81K ﹤0.01% 424

Other funds holding TWLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Kelly Financial Services's TWLO Position: Q3 2022 in Review

Kelly Financial Services sold out of Twilio (TWLO) in Q3 2022, closing a stake of 285 shares — an estimated $23.9K sold.

Kelly Financial Services first reported a position in TWLO in Q4 2020 and held it in 7 quarters. The position peaked at $57K in Q2 2021. 687 funds tracked by Wall St. Rank hold TWLO as of Q3 2022.

  • Kelly Financial Services reported no remaining Twilio position as of Q3 2022 after selling out during the quarter.
  • Kelly Financial Services sold 285 Twilio shares in Q3 2022, an estimated $23.9K.
  • Kelly Financial Services first reported a position in Twilio in Q4 2020 and held it in 7 quarters.
  • Kelly Financial Services's Twilio position peaked at $57K in Q2 2021.
  • 687 funds tracked by Wall St. Rank held Twilio as of Q3 2022.

Based on Kelly Financial Services's 13F filing for Q3 2022, filed 17 Jul 2024.