LWAC
TWLO icon

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 $5.72T AUM 30.48% 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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return