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Liberty Wealth Management’s Twilio TWLO Stock Holding History

Liberty 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
2021
Q4 		– Sell
-107
Closed -$33K – 1028
2021
Q3 		$33K Buy
107
+48
+81% +$17.5K 0.01% 517
2021
Q2 		$23K Buy
59
+11
+23% +$3.82K 0.01% 482
2021
Q1 		$17K Hold
48
– – 0.01% 491
2020
Q4 		$17K Sell
48
-45
-48% -$14.1K 0.01% 487
2020
Q3 		$23K Buy
93
+50
+116% +$12.3K 0.01% 377
2020
Q2 		$9K Buy
+43
New +$6.9K 0.01% 520
2020
Q1 		– Sell
-7
Closed -$1K – 991
2019
Q4 		$1K Buy
+7
New +$715 ﹤0.01% 870

Other funds holding TWLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Liberty Wealth Management's TWLO Position: Q4 2021 in Review

Liberty Wealth Management sold out of Twilio (TWLO) in Q4 2021, closing a stake of 107 shares — an estimated $33K sold.

Liberty Wealth Management first reported a position in TWLO in Q4 2019 and held it in 7 quarters. The position peaked at $33K in Q3 2021. 949 funds tracked by Wall St. Rank hold TWLO as of Q4 2021.

  • Liberty Wealth Management reported no remaining Twilio position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 107 Twilio shares in Q4 2021, an estimated $33K.
  • Liberty Wealth Management first reported a position in Twilio in Q4 2019 and held it in 7 quarters.
  • Liberty Wealth Management's Twilio position peaked at $33K in Q3 2021.
  • 949 funds tracked by Wall St. Rank held Twilio as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.