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OneAscent Wealth Management’s Twilio TWLO Stock Holding History

OneAscent 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
-1,167
Closed -$372K – 136
2021
Q3 		$372K Buy
+1,167
New +$425K 0.42% 54
2021
Q1 		$580K Buy
1,701
+167
+11% +$62.6K 0.25% 101
2020
Q4 		$519K Buy
+1,534
New +$479K 0.23% 100

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 $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

OneAscent Wealth Management sold out of Twilio (TWLO) in Q4 2021, closing a stake of 1,167 shares — an estimated $372K sold.

OneAscent Wealth Management first reported a position in TWLO in Q4 2020 and held it in 3 quarters. The position peaked at $580K in Q1 2021. 949 funds tracked by Wall St. Rank hold TWLO as of Q4 2021.

  • OneAscent Wealth Management reported no remaining Twilio position as of Q4 2021 after selling out during the quarter.
  • OneAscent Wealth Management sold 1,167 Twilio shares in Q4 2021, an estimated $372K.
  • OneAscent Wealth Management first reported a position in Twilio in Q4 2020 and held it in 3 quarters.
  • OneAscent Wealth Management's Twilio position peaked at $580K in Q1 2021.
  • 949 funds tracked by Wall St. Rank held Twilio as of Q4 2021.

Based on OneAscent Wealth Management's 13F filing for Q4 2021, filed 8 Feb 2022.