LifePro Asset Management’s Twilio TWLO Stock Holding History

LifePro Asset 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
2023 Q4	–	Sell	-28,499	Closed	-$1.67M	–	124
2023 Q3	$1.67M	Buy	+28,499	New	+$1.78M	1.38%	25
2022 Q3	–	Sell	-54,665	Closed	-$4.58M	–	124
2022 Q2	$4.58M	Buy	+54,665	New	+$6.12M	2.37%	19
2022 Q1	–	Sell	-26,565	Closed	-$7M	–	144
2021 Q4	$7M	Buy	+26,565	New	+$7.94M	2.07%	25

Other funds holding TWLO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

LifePro Asset Management's TWLO Position: Q4 2023 in Review

LifePro Asset Management sold out of Twilio (TWLO) in Q4 2023, closing a stake of 28,499 shares — an estimated $1.67M sold.

LifePro Asset Management first reported a position in TWLO in Q4 2021 and held it in 3 quarters. The position peaked at $7M in Q4 2021. 659 funds tracked by Wall St. Rank hold TWLO as of Q4 2023.

LifePro Asset Management reported no remaining Twilio position as of Q4 2023 after selling out during the quarter.
LifePro Asset Management sold 28,499 Twilio shares in Q4 2023, an estimated $1.67M.
LifePro Asset Management first reported a position in Twilio in Q4 2021 and held it in 3 quarters.
LifePro Asset Management's Twilio position peaked at $7M in Q4 2021.
659 funds tracked by Wall St. Rank held Twilio as of Q4 2023.

Based on LifePro Asset Management's 13F filing for Q4 2023, filed 15 Feb 2024.