P.J. Schmidt Investment Management (PJS)’s Twilio TWLO Stock Holding History

P.J. Schmidt Investment Management (PJS)’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	-2,607	Closed	-$292K	–	186
2022 Q1	$292K	Sell	2,607 -354	-12%	-$64.5K	0.06%	149
2021 Q4	$610K	Buy	2,961 +108	+4%	+$32.3K	0.12%	110
2021 Q3	$1.01M	Buy	2,853 +30	+1%	+$10.9K	0.2%	85
2021 Q2	$1.16M	Buy	2,823 +90	+3%	+$31.2K	0.23%	72
2021 Q1	$1.03M	Buy	2,733 +55	+2%	+$20.6K	0.21%	84
2020 Q4	$963K	Buy	2,678 +178	+7%	+$55.6K	0.22%	81
2020 Q3	$716K	Buy	2,500 +205	+9%	+$50.5K	0.17%	88
2020 Q2	$504K	Buy	2,295 +10	+0.4%	+$1.61K	0.15%	77
2020 Q1	$204K	Buy	+2,285	New	+$251K	0.07%	117

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

AIM

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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

P.J. Schmidt Investment Management (PJS)'s TWLO Position: Q2 2022 in Review

P.J. Schmidt Investment Management (PJS) sold out of Twilio (TWLO) in Q2 2022, closing a stake of 2,607 shares — an estimated $292K sold.

P.J. Schmidt Investment Management (PJS) first reported a position in TWLO in Q1 2020 and held it in 9 quarters. The position peaked at $1.16M in Q2 2021. 760 funds tracked by Wall St. Rank hold TWLO as of Q2 2022.

P.J. Schmidt Investment Management (PJS) reported no remaining Twilio position as of Q2 2022 after selling out during the quarter.
P.J. Schmidt Investment Management (PJS) sold 2,607 Twilio shares in Q2 2022, an estimated $292K.
P.J. Schmidt Investment Management (PJS) first reported a position in Twilio in Q1 2020 and held it in 9 quarters.
P.J. Schmidt Investment Management (PJS)'s Twilio position peaked at $1.16M in Q2 2021.
760 funds tracked by Wall St. Rank held Twilio as of Q2 2022.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q2 2022, filed 24 Aug 2022.