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Paradigm Financial Advisors’s Twilio TWLO Stock Holding History

Paradigm Financial Advisors’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 		$420K Hold
1,595
– – 0.09% 135
2021
Q3 		$509K Sell
1,595
-10
-0.6% -$3.64K 0.12% 110
2021
Q2 		$633K Buy
1,605
+45
+3% +$15.6K 0.14% 106
2021
Q1 		$532K Hold
1,560
– – 0.13% 112
2020
Q4 		$528K Sell
1,560
-885
-36% -$277K 0.14% 98
2020
Q3 		$604K Sell
2,445
-442
-15% -$109K 0.17% 70
2020
Q2 		$633K Buy
+2,887
New +$464K 0.2% 70

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 $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Paradigm Financial Advisors's TWLO Position: Q4 2021 in Review

Paradigm Financial Advisors held its Twilio (TWLO) position steady in Q4 2021 at 1,595 shares worth $420K. The position accounts for 0.09% of the portfolio, ranked #135.

Paradigm Financial Advisors first reported a position in TWLO in Q2 2020 and has held it in 7 quarters since. The position peaked at $633K in Q2 2021. 949 funds tracked by Wall St. Rank hold TWLO as of Q4 2021.

  • Paradigm Financial Advisors held 1,595 shares of Twilio worth $420K as of Q4 2021.
  • Paradigm Financial Advisors left its Twilio share count unchanged in Q4 2021.
  • Twilio made up 0.09% of Paradigm Financial Advisors's portfolio in Q4 2021, its #135 holding.
  • Paradigm Financial Advisors first reported a position in Twilio in Q2 2020 and has held it in 7 quarters since.
  • Paradigm Financial Advisors's Twilio position peaked at $633K in Q2 2021.
  • 949 funds tracked by Wall St. Rank held Twilio as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.