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Orion Portfolio Solutions’s Twilio TWLO Stock Holding History

Orion Portfolio Solutions’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
Q2 		– Sell
-1,347
Closed -$222K – 742
2022
Q1 		$222K Buy
1,347
+82
+6% +$14.9K 0.01% 659
2021
Q4 		$333K Buy
+1,265
New +$378K 0.01% 547
2020
Q3 		– Sell
-155
Closed -$34K – 1926
2020
Q2 		$34K Sell
155
-79
-34% -$12.7K ﹤0.01% 799
2020
Q1 		$21K Sell
234
-24
-9% -$2.63K ﹤0.01% 826
2019
Q4 		$25K Buy
+258
New +$26.3K ﹤0.01% 724

Other funds holding TWLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Orion Portfolio Solutions's TWLO Position: Q2 2022 in Review

Orion Portfolio Solutions sold out of Twilio (TWLO) in Q2 2022, closing a stake of 1,347 shares — an estimated $222K sold.

Orion Portfolio Solutions first reported a position in TWLO in Q4 2019 and held it in 5 quarters. The position peaked at $333K in Q4 2021. 761 funds tracked by Wall St. Rank hold TWLO as of Q2 2022.

  • Orion Portfolio Solutions reported no remaining Twilio position as of Q2 2022 after selling out during the quarter.
  • Orion Portfolio Solutions sold 1,347 Twilio shares in Q2 2022, an estimated $222K.
  • Orion Portfolio Solutions first reported a position in Twilio in Q4 2019 and held it in 5 quarters.
  • Orion Portfolio Solutions's Twilio position peaked at $333K in Q4 2021.
  • 761 funds tracked by Wall St. Rank held Twilio as of Q2 2022.

Based on Orion Portfolio Solutions's 13F filing for Q2 2022, filed 14 Jul 2022.