MWM
TWLO icon

Minot Wealth Management’s Twilio TWLO Stock Holding History

Minot 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
-1,409
Closed -$450K – 214
2021
Q3 		$450K Hold
1,409
– – 0.1% 134
2021
Q2 		$548K Sell
1,409
-347
-20% -$120K 0.12% 121
2021
Q1 		$598K Buy
1,756
+46
+3% +$17.2K 0.15% 109
2020
Q4 		$579K Buy
1,710
+875
+105% +$273K 0.17% 96
2020
Q3 		$206K Buy
+835
New +$206K 0.08% 131

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

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

Minot Wealth Management sold out of Twilio (TWLO) in Q4 2021, closing a stake of 1,409 shares — an estimated $450K sold.

Minot Wealth Management first reported a position in TWLO in Q3 2020 and held it in 5 quarters. The position peaked at $598K in Q1 2021. 949 funds tracked by Wall St. Rank hold TWLO as of Q4 2021.

  • Minot Wealth Management reported no remaining Twilio position as of Q4 2021 after selling out during the quarter.
  • Minot Wealth Management sold 1,409 Twilio shares in Q4 2021, an estimated $450K.
  • Minot Wealth Management first reported a position in Twilio in Q3 2020 and held it in 5 quarters.
  • Minot Wealth Management's Twilio position peaked at $598K in Q1 2021.
  • 949 funds tracked by Wall St. Rank held Twilio as of Q4 2021.

Based on Minot Wealth Management's 13F filing for Q4 2021, filed 20 Jan 2022.