Laidlaw Wealth Management’s Twilio TWLO Stock Holding History

Laidlaw 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	-1,300	Closed	-$214K	–	417
2022 Q1	$214K	Sell	1,300 -22	-2%	-$4.01K	0.04%	361
2021 Q4	$348K	Sell	1,322 -51	-4%	-$15.3K	0.06%	279
2021 Q3	$438K	Sell	1,373 -18	-1%	-$6.55K	0.11%	166
2021 Q2	$548K	Buy	1,391 +41	+3%	+$14.2K	0.14%	137
2021 Q1	$460K	Hold	1,350	–	–	0.16%	135
2020 Q4	$457K	Buy	+1,350	New	+$422K	0.1%	204

Other funds holding TWLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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

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

Laidlaw Wealth Management sold out of Twilio (TWLO) in Q2 2022, closing a stake of 1,300 shares — an estimated $214K sold.

Laidlaw Wealth Management first reported a position in TWLO in Q4 2020 and held it in 6 quarters. The position peaked at $548K in Q2 2021. 760 funds tracked by Wall St. Rank hold TWLO as of Q2 2022.

Laidlaw Wealth Management reported no remaining Twilio position as of Q2 2022 after selling out during the quarter.
Laidlaw Wealth Management sold 1,300 Twilio shares in Q2 2022, an estimated $214K.
Laidlaw Wealth Management first reported a position in Twilio in Q4 2020 and held it in 6 quarters.
Laidlaw Wealth Management's Twilio position peaked at $548K in Q2 2021.
760 funds tracked by Wall St. Rank held Twilio as of Q2 2022.

Based on Laidlaw Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.