PJB
TWLO icon

Paul John Balson’s Twilio TWLO Stock Holding History

Paul John Balson’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
2020
Q4 		$5.78M Buy
17,082
+4,390
+35% +$1.37M 1.19% 9
2020
Q3 		$3.14M Buy
12,692
+1,040
+9% +$256K 0.78% 8
2020
Q2 		$2.56M Sell
11,652
-9,000
-44% -$1.45M 0.96% 8
2020
Q1 		$1.85M Buy
+20,652
New +$2.27M 0.99% 11

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SM
SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return

Paul John Balson's TWLO Position: Q4 2020 in Review

Paul John Balson increased its Twilio (TWLO) stake by 35% in Q4 2020, buying an estimated $1.37M and bringing the position to 17,082 shares worth $5.78M. The position accounts for 1.19% of the portfolio, ranked #9.

Paul John Balson first reported a position in TWLO in Q1 2020 and has held it in 4 quarters since. 895 funds tracked by Wall St. Rank hold TWLO as of Q4 2020.

  • Paul John Balson held 17,082 shares of Twilio worth $5.78M as of Q4 2020.
  • Paul John Balson bought 4,390 Twilio shares in Q4 2020, an estimated $1.37M.
  • Twilio made up 1.19% of Paul John Balson's portfolio in Q4 2020, its #9 holding.
  • Paul John Balson first reported a position in Twilio in Q1 2020 and has held it in 4 quarters since.
  • 895 funds tracked by Wall St. Rank held Twilio as of Q4 2020.

Based on Paul John Balson's 13F filing for Q4 2020, filed 17 Feb 2021.