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Plancorp LLC’s Twilio TWLO Stock Holding History

Plancorp LLC’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
Q1 		– Sell
-775
Closed -$204K – 256
2021
Q4 		$204K Buy
775
+67
+9% +$20K 0.01% 233
2021
Q3 		$226K Buy
708
+66
+10% +$24K 0.02% 217
2021
Q2 		$253K Sell
642
-60
-9% -$20.8K 0.02% 196
2021
Q1 		$239K Buy
702
+1
+0.1% +$375 0.05% 186
2020
Q4 		$237K Buy
+701
New +$219K 0.06% 182

Other funds holding TWLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Plancorp LLC's TWLO Position: Q1 2022 in Review

Plancorp LLC sold out of Twilio (TWLO) in Q1 2022, closing a stake of 775 shares — an estimated $204K sold.

Plancorp LLC first reported a position in TWLO in Q4 2020 and held it in 5 quarters. The position peaked at $253K in Q2 2021. 872 funds tracked by Wall St. Rank hold TWLO as of Q1 2022.

  • Plancorp LLC reported no remaining Twilio position as of Q1 2022 after selling out during the quarter.
  • Plancorp LLC sold 775 Twilio shares in Q1 2022, an estimated $204K.
  • Plancorp LLC first reported a position in Twilio in Q4 2020 and held it in 5 quarters.
  • Plancorp LLC's Twilio position peaked at $253K in Q2 2021.
  • 872 funds tracked by Wall St. Rank held Twilio as of Q1 2022.

Based on Plancorp LLC's 13F filing for Q1 2022, filed 13 May 2022.