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Phoenix Wealth Advisors’s Twilio TWLO Stock Holding History

Phoenix Wealth 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
-3,449
Closed -$238K – 119
2022
Q3 		$238K Buy
+3,449
New +$276K 0.24% 96
2021
Q4 		– Sell
-2,040
Closed -$651K – 335
2021
Q3 		$651K Buy
2,040
+128
+7% +$46.6K 0.49% 54
2021
Q2 		$754K Buy
1,912
+73
+4% +$25.3K 0.54% 52
2021
Q1 		$647K Buy
1,839
+359
+24% +$134K 0.5% 48
2020
Q4 		$501K Buy
+1,480
New +$462K 0.38% 60

Other funds holding TWLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
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
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Phoenix Wealth Advisors's TWLO Position: Q4 2022 in Review

Phoenix Wealth Advisors sold out of Twilio (TWLO) in Q4 2022, closing a stake of 3,449 shares — an estimated $238K sold.

Phoenix Wealth Advisors first reported a position in TWLO in Q4 2020 and held it in 5 quarters. The position peaked at $754K in Q2 2021. 611 funds tracked by Wall St. Rank hold TWLO as of Q4 2022.

  • Phoenix Wealth Advisors reported no remaining Twilio position as of Q4 2022 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 3,449 Twilio shares in Q4 2022, an estimated $238K.
  • Phoenix Wealth Advisors first reported a position in Twilio in Q4 2020 and held it in 5 quarters.
  • Phoenix Wealth Advisors's Twilio position peaked at $754K in Q2 2021.
  • 611 funds tracked by Wall St. Rank held Twilio as of Q4 2022.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.