MinichMacGregor Wealth Management’s Twilio TWLO Stock Holding History

MinichMacGregor 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
2023 Q1	–	Sell	-60	Closed	-$2.94K	–	603
2022 Q4	$2.94K	Buy	+60	New	+$3.42K	﹤0.01%	539
2018 Q4	–	Sell	-50	Closed	-$4K	–	487
2018 Q3	$4K	Hold	50	–	–	﹤0.01%	415
2018 Q2	$2K	Hold	50	–	–	﹤0.01%	457
2018 Q1	$1K	Hold	50	–	–	﹤0.01%	488
2017 Q4	$1K	Hold	50	–	–	﹤0.01%	471
2017 Q3	$1K	Hold	50	–	–	﹤0.01%	452
2017 Q2	$1K	Hold	50	–	–	﹤0.01%	448
2017 Q1	$1K	Buy	+50	New	+$1.51K	﹤0.01%	436

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

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

GIM

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

AIM

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

MinichMacGregor Wealth Management's TWLO Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Twilio (TWLO) in Q1 2023, closing a stake of 60 shares — an estimated $2.94K sold.

MinichMacGregor Wealth Management first reported a position in TWLO in Q1 2017 and held it in 8 quarters. The position peaked at $4K in Q3 2018. 658 funds tracked by Wall St. Rank hold TWLO as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Twilio position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 60 Twilio shares in Q1 2023, an estimated $2.94K.
MinichMacGregor Wealth Management first reported a position in Twilio in Q1 2017 and held it in 8 quarters.
MinichMacGregor Wealth Management's Twilio position peaked at $4K in Q3 2018.
658 funds tracked by Wall St. Rank held Twilio as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.