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Optimal Asset Management’s Twilio TWLO Stock Holding History

Optimal Asset 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
Q3 		$807K Buy
2,528
+14
+0.6% +$5.1K 0.1% 262
2021
Q2 		$991K Hold
2,514
– – 0.12% 243
2021
Q1 		$857K Buy
+2,514
New +$942K 0.11% 252

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Optimal Asset Management's TWLO Position: Q3 2021 in Review

Optimal Asset Management increased its Twilio (TWLO) stake by 0.56% in Q3 2021, buying an estimated $5.1K and bringing the position to 2,528 shares worth $807K. The position accounts for 0.1% of the portfolio, ranked #262.

Optimal Asset Management first reported a position in TWLO in Q1 2021 and has held it in 3 quarters since. The position peaked at $991K in Q2 2021. 915 funds tracked by Wall St. Rank hold TWLO as of Q3 2021.

  • Optimal Asset Management held 2,528 shares of Twilio worth $807K as of Q3 2021.
  • Optimal Asset Management bought 14 Twilio shares in Q3 2021, an estimated $5.1K.
  • Twilio made up 0.1% of Optimal Asset Management's portfolio in Q3 2021, its #262 holding.
  • Optimal Asset Management first reported a position in Twilio in Q1 2021 and has held it in 3 quarters since.
  • Optimal Asset Management's Twilio position peaked at $991K in Q2 2021.
  • 915 funds tracked by Wall St. Rank held Twilio as of Q3 2021.

Based on Optimal Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.