Realta Investment Advisors’s Twilio TWLO Stock Holding History

Realta Investment 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 Q2	–	Sell	-1,594	Closed	-$263K	–	440
2022 Q1	$263K	Buy	+1,594	New	+$290K	0.05%	327
2021 Q2	–	Sell	-756	Closed	-$258K	–	409
2021 Q1	$258K	Buy	+756	New	+$283K	0.07%	303
2020 Q1	–	Sell	-5,128	Closed	-$524K	–	1305
2019 Q4	$524K	Buy	5,128 +10	+0.2%	+$1.02K	0.14%	179
2019 Q3	$558K	Sell	5,118 -418	-8%	-$54.2K	0.15%	162
2019 Q2	$755K	Buy	5,536 +3,140	+131%	+$418K	0.21%	110
2019 Q1	$311K	Buy	+2,396	New	+$270K	0.14%	196

Other funds holding TWLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Realta Investment Advisors's TWLO Position: Q2 2022 in Review

Realta Investment Advisors sold out of Twilio (TWLO) in Q2 2022, closing a stake of 1,594 shares — an estimated $263K sold.

Realta Investment Advisors first reported a position in TWLO in Q1 2019 and held it in 6 quarters. The position peaked at $755K in Q2 2019. 760 funds tracked by Wall St. Rank hold TWLO as of Q2 2022.

Realta Investment Advisors reported no remaining Twilio position as of Q2 2022 after selling out during the quarter.
Realta Investment Advisors sold 1,594 Twilio shares in Q2 2022, an estimated $263K.
Realta Investment Advisors first reported a position in Twilio in Q1 2019 and held it in 6 quarters.
Realta Investment Advisors's Twilio position peaked at $755K in Q2 2019.
760 funds tracked by Wall St. Rank held Twilio as of Q2 2022.

Based on Realta Investment Advisors's 13F filing for Q2 2022, filed 9 Aug 2022.