Regent Peak Wealth Advisors’s Twilio TWLO Stock Holding History

Regent Peak Wealth 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
2021 Q1	–	Sell	-123	Closed	-$42K	–	919
2020 Q4	$42K	Buy	+123	New	+$38.4K	0.01%	333

Other funds holding TWLO

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return

Regent Peak Wealth Advisors's TWLO Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Twilio (TWLO) in Q1 2021, closing a stake of 123 shares — an estimated $42K sold.

Regent Peak Wealth Advisors first reported a position in TWLO in Q4 2020 and held it in 1 quarter. The position peaked at $42K in Q4 2020. 931 funds tracked by Wall St. Rank hold TWLO as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining Twilio position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 123 Twilio shares in Q1 2021, an estimated $42K.
Regent Peak Wealth Advisors first reported a position in Twilio in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's Twilio position peaked at $42K in Q4 2020.
931 funds tracked by Wall St. Rank held Twilio as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.