Lenox Wealth Advisors’s Twilio TWLO Stock Holding History

Lenox Wealth Advisors’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 Q1	$110K	Sell	749 -5	-0.7%	-$911	0.01%	159
2021 Q4	$199K	Buy	754 +5	+0.7%	+$1.5K	0.02%	112
2021 Q3	$239K	Hold	749	–	–	0.03%	90
2021 Q2	$295K	Sell	749 -14	-2%	-$4.86K	0.04%	83
2021 Q1	$260K	Buy	763 +14	+2%	+$5.24K	0.04%	73
2020 Q4	$254K	Hold	749	–	–	0.04%	75
2020 Q3	$185K	Buy	749 +22	+3%	+$5.42K	0.03%	83
2020 Q2	$160K	Hold	727	–	–	0.03%	81
2020 Q1	$65K	Hold	727	–	–	0.01%	117
2019 Q4	$71K	Hold	727	–	–	0.01%	140
2019 Q3	$80K	Buy	727 +125	+21%	+$16.2K	0.01%	121
2019 Q2	$82K	Hold	602	–	–	0.01%	121
2019 Q1	$78K	Buy	+602	New	+$67.8K	0.01%	112

Other funds holding TWLO

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lenox Wealth Advisors's TWLO Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Twilio (TWLO) stake by 0.66% in Q1 2022, selling an estimated $911 and leaving 749 shares worth $110K. The position accounts for 0.01% of the portfolio, ranked #159.

Lenox Wealth Advisors first reported a position in TWLO in Q1 2019 and has held it in 13 quarters since. The position peaked at $295K in Q2 2021. 872 funds tracked by Wall St. Rank hold TWLO as of Q1 2022.

Lenox Wealth Advisors held 749 shares of Twilio worth $110K as of Q1 2022.
Lenox Wealth Advisors sold 5 Twilio shares in Q1 2022, an estimated $911.
Twilio made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #159 holding.
Lenox Wealth Advisors first reported a position in Twilio in Q1 2019 and has held it in 13 quarters since.
Lenox Wealth Advisors's Twilio position peaked at $295K in Q2 2021.
872 funds tracked by Wall St. Rank held Twilio as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.