PMFA
TWLO icon

Plante Moran Financial Advisors’s Twilio TWLO Stock Holding History

Plante Moran Financial 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
Q1 		– Sell
-30
Closed -$8K – 1011
2021
Q4 		$8K Buy
30
+1
+3% +$299 ﹤0.01% 738
2021
Q3 		$9K Hold
29
– – ﹤0.01% 715
2021
Q2 		$11K Hold
29
– – ﹤0.01% 670
2021
Q1 		$10K Buy
29
+4
+16% +$1.5K ﹤0.01% 655
2020
Q4 		$8K Sell
25
-20
-44% -$6.25K ﹤0.01% 658
2020
Q3 		$11K Buy
45
+20
+80% +$4.93K ﹤0.01% 600
2020
Q2 		$5K Hold
25
– – ﹤0.01% 606
2020
Q1 		$2K Buy
+25
New +$2.75K ﹤0.01% 664

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