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Mark Sheptoff Financial Planning’s Twilio TWLO Stock Holding History

Mark Sheptoff Financial Planning’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
Q2 		– Sell
-100
Closed -$34K – 431
2021
Q1 		$34K Hold
100
– – 0.02% 196
2020
Q4 		$34K Hold
100
– – 0.02% 185
2020
Q3 		$25K Hold
100
– – 0.02% 180
2020
Q2 		$22K Buy
+100
New +$16.1K 0.01% 193
2019
Q4 		– Sell
-33
Closed -$4K – 380
2019
Q3 		$4K Buy
+33
New +$4.28K ﹤0.01% 317

Other funds holding TWLO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Mark Sheptoff Financial Planning's TWLO Position: Q2 2021 in Review

Mark Sheptoff Financial Planning sold out of Twilio (TWLO) in Q2 2021, closing a stake of 100 shares — an estimated $34K sold.

Mark Sheptoff Financial Planning first reported a position in TWLO in Q3 2019 and held it in 5 quarters. The position peaked at $34K in Q1 2021. 940 funds tracked by Wall St. Rank hold TWLO as of Q2 2021.

  • Mark Sheptoff Financial Planning reported no remaining Twilio position as of Q2 2021 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 100 Twilio shares in Q2 2021, an estimated $34K.
  • Mark Sheptoff Financial Planning first reported a position in Twilio in Q3 2019 and held it in 5 quarters.
  • Mark Sheptoff Financial Planning's Twilio position peaked at $34K in Q1 2021.
  • 940 funds tracked by Wall St. Rank held Twilio as of Q2 2021.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2021, filed 12 Aug 2021.