Mid Atlantic Financial Management’s Twilio TWLO Stock Holding History

Mid Atlantic Financial 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 Q3	$1.58M	Sell	4,960 -417	-8%	-$152K	0.11%	168
2021 Q2	$2.12M	Buy	5,377 +845	+19%	+$293K	0.14%	140
2021 Q1	$1.54M	Sell	4,532 -1,300	-22%	-$487K	0.11%	163
2020 Q4	$1.97M	Buy	5,832 +95	+2%	+$29.7K	0.15%	140
2020 Q3	$1.57M	Sell	5,737 -660	-10%	-$163K	0.14%	139
2020 Q2	$1.4M	Buy	6,397 +1,598	+33%	+$257K	0.14%	137
2020 Q1	$429K	Sell	4,799 -3,844	-44%	-$422K	0.05%	343
2019 Q4	$849K	Buy	8,643 +160	+2%	+$16.3K	0.08%	266
2019 Q3	$933K	Buy	8,483 +252	+3%	+$32.7K	0.1%	211
2019 Q2	$1.12M	Buy	8,231 +615	+8%	+$81.9K	0.12%	167
2019 Q1	$984K	Buy	7,616 +291	+4%	+$32.8K	0.11%	189
2018 Q4	$654K	Buy	+7,325	New	+$595K	0.08%	255

Other funds holding TWLO

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 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

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

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

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

AIM

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

Mid Atlantic Financial Management's TWLO Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its Twilio (TWLO) stake by 7.8% in Q3 2021, selling an estimated $152K and leaving 4,960 shares worth $1.58M. The position accounts for 0.11% of the portfolio, ranked #168.

Mid Atlantic Financial Management first reported a position in TWLO in Q4 2018 and has held it in 12 quarters since. The position peaked at $2.12M in Q2 2021. 916 funds tracked by Wall St. Rank hold TWLO as of Q3 2021.

Mid Atlantic Financial Management held 4,960 shares of Twilio worth $1.58M as of Q3 2021.
Mid Atlantic Financial Management sold 417 Twilio shares in Q3 2021, an estimated $152K.
Twilio made up 0.11% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #168 holding.
Mid Atlantic Financial Management first reported a position in Twilio in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's Twilio position peaked at $2.12M in Q2 2021.
916 funds tracked by Wall St. Rank held Twilio as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.