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Morton Brown Family Wealth’s Twilio TWLO Stock Holding History

Morton Brown Family Wealth’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
2022
Q4 		– Sell
-12
Closed -$1K – 218
2022
Q3 		$1K Buy
+12
New +$959 ﹤0.01% 199

Other funds holding TWLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morton Brown Family Wealth's TWLO Position: Q4 2022 in Review

Morton Brown Family Wealth sold out of Twilio (TWLO) in Q4 2022, closing a stake of 12 shares — an estimated $1K sold.

Morton Brown Family Wealth first reported a position in TWLO in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 612 funds tracked by Wall St. Rank hold TWLO as of Q4 2022.

  • Morton Brown Family Wealth reported no remaining Twilio position as of Q4 2022 after selling out during the quarter.
  • Morton Brown Family Wealth sold 12 Twilio shares in Q4 2022, an estimated $1K.
  • Morton Brown Family Wealth first reported a position in Twilio in Q3 2022 and held it in 1 quarter.
  • Morton Brown Family Wealth's Twilio position peaked at $1K in Q3 2022.
  • 612 funds tracked by Wall St. Rank held Twilio as of Q4 2022.

Based on Morton Brown Family Wealth's 13F filing for Q4 2022, filed 2 Feb 2023.