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Perennial Investment Advisors’s Twilio TWLO Stock Holding History

Perennial Investment 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
2022
Q4 		– Sell
-3,285
Closed -$227K – 229
2022
Q3 		$227K Buy
3,285
+302
+10% +$24.1K 0.1% 168
2022
Q2 		$248K Buy
2,983
+193
+7% +$21.6K 0.1% 159
2022
Q1 		$454K Sell
2,790
-1,748
-39% -$319K 0.14% 122
2021
Q4 		$1.19M Buy
4,538
+1,363
+43% +$408K 0.37% 57
2021
Q3 		$1.01M Sell
3,175
-40
-1% -$14.6K 0.36% 65
2021
Q2 		$1.27M Sell
3,215
-95
-3% -$33K 0.46% 43
2021
Q1 		$1.13M Buy
3,310
+557
+20% +$209K 0.45% 49
2020
Q4 		$932K Sell
2,753
-228
-8% -$71.2K 0.4% 57
2020
Q3 		$737K Buy
2,981
+421
+16% +$104K 0.37% 55
2020
Q2 		$562K Sell
2,560
-1,804
-41% -$290K 0.38% 61
2020
Q1 		$389K Sell
4,364
-234
-5% -$25.7K 0.35% 62
2019
Q4 		$452K Buy
+4,598
New +$470K 0.36% 71

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

Perennial Investment Advisors's TWLO Position: Q4 2022 in Review

Perennial Investment Advisors sold out of Twilio (TWLO) in Q4 2022, closing a stake of 3,285 shares — an estimated $227K sold.

Perennial Investment Advisors first reported a position in TWLO in Q4 2019 and held it in 12 quarters. The position peaked at $1.27M in Q2 2021. 612 funds tracked by Wall St. Rank hold TWLO as of Q4 2022.

  • Perennial Investment Advisors reported no remaining Twilio position as of Q4 2022 after selling out during the quarter.
  • Perennial Investment Advisors sold 3,285 Twilio shares in Q4 2022, an estimated $227K.
  • Perennial Investment Advisors first reported a position in Twilio in Q4 2019 and held it in 12 quarters.
  • Perennial Investment Advisors's Twilio position peaked at $1.27M in Q2 2021.
  • 612 funds tracked by Wall St. Rank held Twilio as of Q4 2022.

Based on Perennial Investment Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.