PCA
TWLO icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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