Patriot Financial Group Insurance Agency’s Twilio TWLO Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-141	Closed	-$12K	–	1837
2022 Q2	$12K	Sell	141 -16	-10%	-$1.79K	﹤0.01%	1188
2022 Q1	$26K	Sell	157 -8	-5%	-$1.46K	﹤0.01%	993
2021 Q4	$43K	Sell	165 -3	-2%	-$897	0.01%	938
2021 Q3	$54K	Buy	168 +20	+14%	+$7.28K	0.01%	846
2021 Q2	$58K	Hold	148	–	–	0.01%	798
2021 Q1	$50K	Sell	148 -96	-39%	-$36K	0.01%	776
2020 Q4	$83K	Hold	244	–	–	0.02%	553
2020 Q3	$60K	Buy	244 +30	+14%	+$7.4K	0.02%	499
2020 Q2	$47K	Sell	214 -18	-8%	-$2.89K	0.02%	536
2020 Q1	$21K	Buy	+232	New	+$25.5K	0.01%	656
2019 Q4	–	Sell	-30	Closed	-$3K	–	1451
2019 Q3	$3K	Buy	+30	New	+$3.89K	﹤0.01%	1044

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

AIM

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

MCMC

Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Patriot Financial Group Insurance Agency's TWLO Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Twilio (TWLO) in Q3 2022, closing a stake of 141 shares — an estimated $12K sold.

Patriot Financial Group Insurance Agency first reported a position in TWLO in Q3 2019 and held it in 11 quarters. The position peaked at $83K in Q4 2020. 688 funds tracked by Wall St. Rank hold TWLO as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Twilio position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 141 Twilio shares in Q3 2022, an estimated $12K.
Patriot Financial Group Insurance Agency first reported a position in Twilio in Q3 2019 and held it in 11 quarters.
Patriot Financial Group Insurance Agency's Twilio position peaked at $83K in Q4 2020.
688 funds tracked by Wall St. Rank held Twilio as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.