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Peloton Wealth Strategists’s Twilio TWLO Stock Holding History

Peloton Wealth Strategists’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
Q4 		– Sell
-4,779
Closed -$330K – 87
2022
Q3 		$330K Sell
4,779
-379
-7% -$30.3K 0.17% 76
2022
Q2 		$432K Sell
5,158
-4,417
-46% -$494K 0.21% 72
2022
Q1 		$1.58M Sell
9,575
-55
-0.6% -$10K 0.66% 55
2021
Q4 		$2.54M Sell
9,630
-165
-2% -$49.3K 1.02% 42
2021
Q3 		$3.13M Sell
9,795
-145
-1% -$52.8K 1.28% 33
2021
Q2 		$3.92M Sell
9,940
-538
-5% -$187K 1.62% 24
2021
Q1 		$3.57M Sell
10,478
-3,442
-25% -$1.29M 1.68% 25
2020
Q4 		$4.71M Sell
13,920
-1,480
-10% -$462K 2.33% 16
2020
Q3 		$3.81M Sell
15,400
-3,973
-21% -$980K 2.13% 17
2020
Q2 		$4.25M Sell
19,373
-2,963
-13% -$476K 2.68% 8
2020
Q1 		$2M Buy
22,336
+200
+0.9% +$22K 1.63% 26
2019
Q4 		$2.18M Hold
22,136
– – 1.32% 33
2019
Q3 		$2.43M Sell
22,136
-204
-0.9% -$26.5K 1.56% 30
2019
Q2 		$3.05M Sell
22,340
-656
-3% -$87.3K 2.04% 17
2019
Q1 		$2.97M Sell
22,996
-100
-0.4% -$11.3K 2.06% 16
2018
Q4 		$2.06M Sell
23,096
-794
-3% -$64.5K 1.68% 31
2018
Q3 		$2.06M Sell
23,890
-4,800
-17% -$351K 1.42% 35
2018
Q2 		$1.61M Buy
28,690
+1,290
+5% +$63.9K 1.16% 38
2018
Q1 		$1.05M Buy
27,400
+5,400
+25% +$171K 0.79% 48
2017
Q4 		$519K Buy
22,000
+5,700
+35% +$160K 0.39% 60
2017
Q3 		$487K Buy
+16,300
New +$489K 0.38% 62

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
Fidelity Investments
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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Peloton Wealth Strategists's TWLO Position: Q4 2022 in Review

Peloton Wealth Strategists sold out of Twilio (TWLO) in Q4 2022, closing a stake of 4,779 shares — an estimated $330K sold.

Peloton Wealth Strategists first reported a position in TWLO in Q3 2017 and held it in 21 quarters. The position peaked at $4.71M in Q4 2020. 612 funds tracked by Wall St. Rank hold TWLO as of Q4 2022.

  • Peloton Wealth Strategists reported no remaining Twilio position as of Q4 2022 after selling out during the quarter.
  • Peloton Wealth Strategists sold 4,779 Twilio shares in Q4 2022, an estimated $330K.
  • Peloton Wealth Strategists first reported a position in Twilio in Q3 2017 and held it in 21 quarters.
  • Peloton Wealth Strategists's Twilio position peaked at $4.71M in Q4 2020.
  • 612 funds tracked by Wall St. Rank held Twilio as of Q4 2022.

Based on Peloton Wealth Strategists's 13F filing for Q4 2022, filed 13 Feb 2023.