KPCM
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Kings Point Capital Management’s Twilio TWLO Stock Holding History

Kings Point Capital 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
2021
Q2 		– Sell
-2,000
Closed -$375K – 568
2021
Q1 		$375K Buy
+2,000
New +$749K 0.04% 149
2020
Q2 		– Sell
-95
Closed -$45K – 470
2020
Q1 		$45K Hold
95
– – 0.01% 290
2019
Q4 		$75K Buy
95
+29
+44% +$2.96K 0.01% 269
2019
Q3 		$87K Buy
+66
New +$8.56K 0.01% 234

Other funds holding TWLO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kings Point Capital Management's TWLO Position: Q1 2021 in Review

Kings Point Capital Management sold out of Twilio (TWLO) in Q1 2021, closing a stake of 3,392 shares — an estimated $1.27M sold.

Kings Point Capital Management first reported a position in TWLO in Q3 2019 and held it in 6 quarters. The position peaked at $1.15M in Q4 2020. 932 funds tracked by Wall St. Rank hold TWLO as of Q1 2021.

  • Kings Point Capital Management reported no remaining Twilio position as of Q1 2021 after selling out during the quarter.
  • Kings Point Capital Management sold 3,392 Twilio shares in Q1 2021, an estimated $1.27M.
  • Kings Point Capital Management first reported a position in Twilio in Q3 2019 and held it in 6 quarters.
  • Kings Point Capital Management's Twilio position peaked at $1.15M in Q4 2020.
  • 932 funds tracked by Wall St. Rank held Twilio as of Q1 2021.

Based on Kings Point Capital Management's 13F filing for Q1 2021, filed 14 May 2021.