PO
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Private Ocean’s Twilio TWLO Stock Holding History

Private Ocean’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
2023
Q3 		– Sell
-11
Closed -$700 – 570
2023
Q2 		$700 Hold
11
– – ﹤0.01% 534
2023
Q1 		$733 Buy
+11
New +$678 ﹤0.01% 566
2020
Q3 		– Sell
-51
Closed -$11K – 543
2020
Q2 		$11K Buy
+51
New +$8.19K ﹤0.01% 352

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
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Private Ocean's TWLO Position: Q3 2023 in Review

Private Ocean sold out of Twilio (TWLO) in Q3 2023, closing a stake of 11 shares — an estimated $700 sold.

Private Ocean first reported a position in TWLO in Q2 2020 and held it in 3 quarters. The position peaked at $11K in Q2 2020. 605 funds tracked by Wall St. Rank hold TWLO as of Q3 2023.

  • Private Ocean reported no remaining Twilio position as of Q3 2023 after selling out during the quarter.
  • Private Ocean sold 11 Twilio shares in Q3 2023, an estimated $700.
  • Private Ocean first reported a position in Twilio in Q2 2020 and held it in 3 quarters.
  • Private Ocean's Twilio position peaked at $11K in Q2 2020.
  • 605 funds tracked by Wall St. Rank held Twilio as of Q3 2023.

Based on Private Ocean's 13F filing for Q3 2023, filed 24 Oct 2023.