RIA
TWLO icon

Regal Investment Advisors’s Twilio TWLO Stock Holding History

Regal 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
-2,708
Closed -$447K – 557
2022
Q1 		$447K Buy
2,708
+871
+47% +$159K 0.04% 332
2021
Q4 		$484K Buy
1,837
+5
+0.3% +$1.5K 0.04% 337
2021
Q3 		$584K Sell
1,832
-10
-0.5% -$3.64K 0.06% 311
2021
Q2 		$726K Buy
+1,842
New +$639K 0.07% 272
2021
Q1 		– Sell
-1,897
Closed -$642K – 391
2020
Q4 		$642K Buy
+1,897
New +$593K 0.07% 243
2020
Q3 		– Sell
-4,274
Closed -$938K – 265
2020
Q2 		$938K Buy
+4,274
New +$686K 0.17% 124

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
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

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

Regal Investment Advisors sold out of Twilio (TWLO) in Q2 2022, closing a stake of 2,708 shares — an estimated $447K sold.

Regal Investment Advisors first reported a position in TWLO in Q2 2020 and held it in 6 quarters. The position peaked at $938K in Q2 2020. 761 funds tracked by Wall St. Rank hold TWLO as of Q2 2022.

  • Regal Investment Advisors reported no remaining Twilio position as of Q2 2022 after selling out during the quarter.
  • Regal Investment Advisors sold 2,708 Twilio shares in Q2 2022, an estimated $447K.
  • Regal Investment Advisors first reported a position in Twilio in Q2 2020 and held it in 6 quarters.
  • Regal Investment Advisors's Twilio position peaked at $938K in Q2 2020.
  • 761 funds tracked by Wall St. Rank held Twilio as of Q2 2022.

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