Lake Point Wealth Management’s Twilio TWLO Stock Holding History

Lake Point 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	$8K	Hold	99	–	–	﹤0.01%	180
2022 Q1	$16K	Hold	99	–	–	0.01%	129
2021 Q4	$26K	Hold	99	–	–	0.01%	104
2021 Q3	$32K	Hold	99	–	–	0.01%	81
2021 Q2	$39K	Buy	+99	New	+$34.4K	0.02%	77
2020 Q1	$6K	Hold	64	–	–	0.01%	153
2019 Q4	$6K	Buy	+64	New	+$6.54K	﹤0.01%	346
2019 Q2	$9K	Hold	64	–	–	﹤0.01%	349
2019 Q1	$9K	Buy	+64	New	+$7.21K	﹤0.01%	349

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

Lake Point Wealth Management's TWLO Position: Q2 2022 in Review

Lake Point Wealth Management held its Twilio (TWLO) position steady in Q2 2022 at 99 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #180.

Lake Point Wealth Management first reported a position in TWLO in Q1 2019 and has held it in 9 quarters since. The position peaked at $39K in Q2 2021. 760 funds tracked by Wall St. Rank hold TWLO as of Q2 2022.

Lake Point Wealth Management held 99 shares of Twilio worth $8K as of Q2 2022.
Lake Point Wealth Management left its Twilio share count unchanged in Q2 2022.
Twilio made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #180 holding.
Lake Point Wealth Management first reported a position in Twilio in Q1 2019 and has held it in 9 quarters since.
Lake Point Wealth Management's Twilio position peaked at $39K in Q2 2021.
760 funds tracked by Wall St. Rank held Twilio as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.