Regency Capital Management’s Twilio TWLO Stock Holding History

Regency Capital Management’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 Q1	–	Sell	-5,368	Closed	-$263K	–	40
2022 Q4	$263K	Sell	5,368 -5,205	-49%	-$296K	0.3%	31
2022 Q3	$731K	Buy	10,573 +5,234	+98%	+$418K	0.9%	24
2022 Q2	$447K	Sell	5,339 -8,594	-62%	-$961K	0.48%	30
2022 Q1	$2.3M	Buy	13,933 +4,835	+53%	+$881K	1.67%	29
2021 Q4	$2.4M	Buy	9,098 +8,582	+1,663%	+$2.57M	1.52%	24
2021 Q3	$165K	Buy	+516	New	+$188K	0.12%	65
2021 Q2	–	Sell	-1,356	Closed	-$462K	–	179
2021 Q1	$462K	Buy	+1,356	New	+$508K	0.49%	56

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

GIM

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

AIM

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

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

NAMA

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Regency Capital Management's TWLO Position: Q1 2023 in Review

Regency Capital Management sold out of Twilio (TWLO) in Q1 2023, closing a stake of 5,368 shares — an estimated $263K sold.

Regency Capital Management first reported a position in TWLO in Q1 2021 and held it in 7 quarters. The position peaked at $2.4M in Q4 2021. 656 funds tracked by Wall St. Rank hold TWLO as of Q1 2023.

Regency Capital Management reported no remaining Twilio position as of Q1 2023 after selling out during the quarter.
Regency Capital Management sold 5,368 Twilio shares in Q1 2023, an estimated $263K.
Regency Capital Management first reported a position in Twilio in Q1 2021 and held it in 7 quarters.
Regency Capital Management's Twilio position peaked at $2.4M in Q4 2021.
656 funds tracked by Wall St. Rank held Twilio as of Q1 2023.

Based on Regency Capital Management's 13F filing for Q1 2023, filed 8 May 2023.