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Nauset Wealth Management’s Twilio TWLO Stock Holding History

Nauset 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
2022
Q1 		$190K Sell
1,150
-450
-28% -$82K 0.15% 59
2021
Q4 		$421K Buy
+1,600
New +$479K 0.4% 37

Other funds holding TWLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nauset Wealth Management's TWLO Position: Q1 2022 in Review

Nauset Wealth Management reduced its Twilio (TWLO) stake by 28% in Q1 2022, selling an estimated $82K and leaving 1,150 shares worth $190K. The position accounts for 0.15% of the portfolio, ranked #59.

Nauset Wealth Management first reported a position in TWLO in Q4 2021 and has held it in 2 quarters since. The position peaked at $421K in Q4 2021. 873 funds tracked by Wall St. Rank hold TWLO as of Q1 2022.

  • Nauset Wealth Management held 1,150 shares of Twilio worth $190K as of Q1 2022.
  • Nauset Wealth Management sold 450 Twilio shares in Q1 2022, an estimated $82K.
  • Twilio made up 0.15% of Nauset Wealth Management's portfolio in Q1 2022, its #59 holding.
  • Nauset Wealth Management first reported a position in Twilio in Q4 2021 and has held it in 2 quarters since.
  • Nauset Wealth Management's Twilio position peaked at $421K in Q4 2021.
  • 873 funds tracked by Wall St. Rank held Twilio as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.