Money Concepts Capital’s Twilio TWLO Stock Holding History

Money Concepts Capital’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 Q2	–	Sell	-9,089	Closed	-$606K	–	480
2023 Q1	$606K	Sell	9,089 -92	-1%	-$5.67K	0.03%	274
2022 Q4	$450K	Buy	9,181 +1,167	+15%	+$66.4K	0.02%	455
2022 Q3	$554K	Buy	8,014 +6,418	+402%	+$513K	0.03%	284
2022 Q2	$136K	Sell	1,596 -2,224	-58%	-$249K	0.01%	501
2022 Q1	$630K	Buy	3,820 +2,667	+231%	+$486K	0.04%	392
2021 Q4	$304K	Buy	+1,153	New	+$345K	0.03%	407

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

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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

AIM

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Money Concepts Capital's TWLO Position: Q2 2023 in Review

Money Concepts Capital sold out of Twilio (TWLO) in Q2 2023, closing a stake of 9,089 shares — an estimated $606K sold.

Money Concepts Capital first reported a position in TWLO in Q4 2021 and held it in 6 quarters. The position peaked at $630K in Q1 2022. 619 funds tracked by Wall St. Rank hold TWLO as of Q2 2023.

Money Concepts Capital reported no remaining Twilio position as of Q2 2023 after selling out during the quarter.
Money Concepts Capital sold 9,089 Twilio shares in Q2 2023, an estimated $606K.
Money Concepts Capital first reported a position in Twilio in Q4 2021 and held it in 6 quarters.
Money Concepts Capital's Twilio position peaked at $630K in Q1 2022.
619 funds tracked by Wall St. Rank held Twilio as of Q2 2023.

Based on Money Concepts Capital's 13F filing for Q2 2023, filed 1 Aug 2023.