NewEdge Wealth’s Twilio TWLO Stock Holding History

NewEdge 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 Q3	–	Sell	-3,856	Closed	-$323K	–	597
2022 Q2	$323K	Buy	3,856 +255	+7%	+$28.5K	0.01%	453
2022 Q1	$593K	Sell	3,601 -661	-16%	-$120K	0.03%	277
2021 Q4	$1.12M	Buy	4,262 +516	+14%	+$154K	0.05%	222
2021 Q3	$1.2M	Buy	3,746 +566	+18%	+$206K	0.07%	167
2021 Q2	$1.25M	Hold	3,180	–	–	0.1%	158
2021 Q1	$1.08M	Buy	+3,180	New	+$1.19M	0.11%	151

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

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

AIM

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

MCMC

Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return

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

GIM

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

NAMA

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

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

NewEdge Wealth's TWLO Position: Q3 2022 in Review

NewEdge Wealth sold out of Twilio (TWLO) in Q3 2022, closing a stake of 3,856 shares — an estimated $323K sold.

NewEdge Wealth first reported a position in TWLO in Q1 2021 and held it in 6 quarters. The position peaked at $1.25M in Q2 2021. 687 funds tracked by Wall St. Rank hold TWLO as of Q3 2022.

NewEdge Wealth reported no remaining Twilio position as of Q3 2022 after selling out during the quarter.
NewEdge Wealth sold 3,856 Twilio shares in Q3 2022, an estimated $323K.
NewEdge Wealth first reported a position in Twilio in Q1 2021 and held it in 6 quarters.
NewEdge Wealth's Twilio position peaked at $1.25M in Q2 2021.
687 funds tracked by Wall St. Rank held Twilio as of Q3 2022.

Based on NewEdge Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.