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Laurel Wealth Advisors (California)’s Twilio TWLO Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		– Sell
-3,081
Closed -$213K – 671
2022
Q3 		$213K Sell
3,081
-27
-0.9% -$2.16K 0.02% 594
2022
Q2 		$261K Sell
3,108
-152
-5% -$17K 0.03% 536
2022
Q1 		$537K Sell
3,260
-42
-1% -$7.65K 0.04% 388
2021
Q4 		$870K Buy
3,302
+346
+12% +$103K 0.07% 299
2021
Q3 		$943K Sell
2,956
-60
-2% -$21.8K 0.17% 141
2021
Q2 		$1.19M Buy
3,016
+56
+2% +$19.4K 0.15% 150
2021
Q1 		$1.01M Sell
2,960
-386
-12% -$145K 0.15% 161
2020
Q4 		$1.13M Buy
3,346
+72
+2% +$22.5K 0.17% 141
2020
Q3 		$809K Buy
3,274
+299
+10% +$73.7K 0.13% 168
2020
Q2 		$653K Buy
2,975
+730
+33% +$117K 0.12% 184
2020
Q1 		$201K Sell
2,245
-1,325
-37% -$145K 0.05% 354
2019
Q4 		$351K Sell
3,570
-10,206
-74% -$1.04M 0.06% 315
2019
Q3 		$1.51M Buy
13,776
+10,426
+311% +$1.35M 0.26% 100
2019
Q2 		$457K Buy
3,350
+350
+12% +$46.6K 0.1% 225
2019
Q1 		$388K Buy
3,000
+750
+33% +$84.5K 0.1% 241
2018
Q4 		$200K Buy
+2,250
New +$183K 0.06% 319

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
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Laurel Wealth Advisors (California)'s TWLO Position: Q4 2022 in Review

Laurel Wealth Advisors (California) sold out of Twilio (TWLO) in Q4 2022, closing a stake of 3,081 shares — an estimated $213K sold.

Laurel Wealth Advisors (California) first reported a position in TWLO in Q4 2018 and held it in 16 quarters. The position peaked at $1.51M in Q3 2019. 611 funds tracked by Wall St. Rank hold TWLO as of Q4 2022.

  • Laurel Wealth Advisors (California) reported no remaining Twilio position as of Q4 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 3,081 Twilio shares in Q4 2022, an estimated $213K.
  • Laurel Wealth Advisors (California) first reported a position in Twilio in Q4 2018 and held it in 16 quarters.
  • Laurel Wealth Advisors (California)'s Twilio position peaked at $1.51M in Q3 2019.
  • 611 funds tracked by Wall St. Rank held Twilio as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.