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Pictet Asset Management (UK)’s Twilio TWLO Stock Holding History

Pictet Asset Management (UK)’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
2021
Q2 		$192M Buy
486,272
+5,985
+1% +$2.08M 0.21% 139
2021
Q1 		$164M Sell
480,287
-202,398
-30% -$75.8M 0.2% 145
2020
Q4 		$231M Sell
682,685
-758
-0.1% -$237K 0.3% 99
2020
Q3 		$169M Sell
683,443
-166,688
-20% -$41.1M 0.26% 112
2020
Q2 		$187M Sell
850,131
-464,919
-35% -$74.6M 0.32% 91
2020
Q1 		$118M Buy
1,315,050
+92,085
+8% +$10.1M 0.25% 118
2019
Q4 		$120M Buy
1,222,965
+458,920
+60% +$46.9M 0.21% 136
2019
Q3 		$84M Buy
764,045
+179,808
+31% +$23.3M 0.18% 157
2019
Q2 		$79.7M Buy
584,237
+70,582
+14% +$9.4M 0.17% 159
2019
Q1 		$66.4M Sell
513,655
-149,947
-23% -$16.9M 0.15% 194
2018
Q4 		$59.3M Sell
663,602
-50,482
-7% -$4.1M 0.15% 189
2018
Q3 		$61.6M Sell
714,084
-245,478
-26% -$17.9M 0.13% 211
2018
Q2 		$53.8M Sell
959,562
-667,801
-41% -$33.1M 0.13% 219
2018
Q1 		$62.1M Buy
1,627,363
+274,015
+20% +$8.68M 0.15% 193
2017
Q4 		$31.9M Buy
+1,353,348
New +$38M 0.08% 295

Other funds holding TWLO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pictet Asset Management (UK)'s TWLO Position: Q2 2021 in Review

Pictet Asset Management (UK) increased its Twilio (TWLO) stake by 1.2% in Q2 2021, buying an estimated $2.08M and bringing the position to 486,272 shares worth $192M. The position accounts for 0.21% of the portfolio, ranked #139.

Pictet Asset Management (UK) first reported a position in TWLO in Q4 2017 and has held it in 15 quarters since. The position peaked at $231M in Q4 2020. 940 funds tracked by Wall St. Rank hold TWLO as of Q2 2021.

  • Pictet Asset Management (UK) held 486,272 shares of Twilio worth $192M as of Q2 2021.
  • Pictet Asset Management (UK) bought 5,985 Twilio shares in Q2 2021, an estimated $2.08M.
  • Twilio made up 0.21% of Pictet Asset Management (UK)'s portfolio in Q2 2021, its #139 holding.
  • Pictet Asset Management (UK) first reported a position in Twilio in Q4 2017 and has held it in 15 quarters since.
  • Pictet Asset Management (UK)'s Twilio position peaked at $231M in Q4 2020.
  • 940 funds tracked by Wall St. Rank held Twilio as of Q2 2021.

Based on Pictet Asset Management (UK)'s 13F filing for Q2 2021, filed 16 Aug 2021.