Personal Capital Advisors’s Twilio TWLO Stock Holding History

Personal Capital 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	$23.3M	Buy	475,832 +170,884	+56%	+$9.73M	0.11%	126
2022 Q3	$21.1M	Sell	304,948 -152,650	-33%	-$12.2M	0.11%	125
2022 Q2	$38.4M	Buy	457,598 +141,121	+45%	+$15.8M	0.2%	109
2022 Q1	$52.2M	Buy	316,477 +115,283	+57%	+$21M	0.24%	101
2021 Q4	$53.1M	Sell	201,194 -6,824	-3%	-$2.04M	0.24%	95
2021 Q3	$66.4M	Buy	208,018 +4,289	+2%	+$1.56M	0.33%	70
2021 Q2	$80.3M	Buy	203,729 +20,924	+11%	+$7.26M	0.42%	43
2021 Q1	$62.3M	Sell	182,805 -57,511	-24%	-$21.5M	0.36%	60
2020 Q4	$81.3M	Sell	240,316 -289	-0.1%	-$90.3K	0.52%	35
2020 Q3	$59.5M	Sell	240,605 -3,755	-2%	-$926K	0.45%	47
2020 Q2	$53.6M	Sell	244,360 -57,834	-19%	-$9.29M	0.44%	47
2020 Q1	$27.1M	Buy	302,194 +7,148	+2%	+$785K	0.27%	88
2019 Q4	$29M	Buy	+295,046	New	+$30.1M	0.24%	100

Other funds holding TWLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Personal Capital Advisors's TWLO Position: Q4 2022 in Review

Personal Capital Advisors increased its Twilio (TWLO) stake by 56% in Q4 2022, buying an estimated $9.73M and bringing the position to 475,832 shares worth $23.3M. The position accounts for 0.11% of the portfolio, ranked #126.

Personal Capital Advisors first reported a position in TWLO in Q4 2019 and has held it in 13 quarters since. The position peaked at $81.3M in Q4 2020. 611 funds tracked by Wall St. Rank hold TWLO as of Q4 2022.

Personal Capital Advisors held 475,832 shares of Twilio worth $23.3M as of Q4 2022.
Personal Capital Advisors bought 170,884 Twilio shares in Q4 2022, an estimated $9.73M.
Twilio made up 0.11% of Personal Capital Advisors's portfolio in Q4 2022, its #126 holding.
Personal Capital Advisors first reported a position in Twilio in Q4 2019 and has held it in 13 quarters since.
Personal Capital Advisors's Twilio position peaked at $81.3M in Q4 2020.
611 funds tracked by Wall St. Rank held Twilio as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.