Reilly Financial Advisors’s Twilio TWLO Stock Holding History

Reilly Financial 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 Q4	$111K	Hold	421	–	–	0.01%	269
2021 Q3	$134K	Sell	421 -29	-6%	-$10.6K	0.01%	232
2021 Q2	$177K	Buy	450 +45	+11%	+$15.6K	0.01%	221
2021 Q1	$138K	Sell	405 -130	-24%	-$48.7K	0.01%	233
2020 Q4	$181K	Sell	535 -25	-4%	-$7.81K	0.02%	200
2020 Q3	$138K	Hold	560	–	–	0.01%	207
2020 Q2	$123K	Sell	560 -150	-21%	-$24.1K	0.01%	207
2020 Q1	$64K	Buy	710 +190	+37%	+$20.9K	0.01%	258
2019 Q4	$51K	Hold	520	–	–	0.01%	336
2019 Q3	$57K	Sell	520 -200	-28%	-$25.9K	0.01%	329
2019 Q2	$98K	Buy	720 +120	+20%	+$16K	0.01%	254
2019 Q1	$78K	Sell	600 -100	-14%	-$11.3K	0.01%	271
2018 Q4	$63K	Hold	700	–	–	0.01%	287
2018 Q3	$60K	Buy	700 +100	+17%	+$7.31K	0.01%	333
2018 Q2	$34K	Hold	600	–	–	﹤0.01%	383
2018 Q1	$23K	Hold	600	–	–	﹤0.01%	458
2017 Q4	$14K	Hold	600	–	–	﹤0.01%	584
2017 Q3	$18K	Hold	600	–	–	﹤0.01%	529
2017 Q2	$17K	Hold	600	–	–	﹤0.01%	544
2017 Q1	$17K	Hold	600	–	–	﹤0.01%	513
2016 Q4	$17K	Buy	600 +400	+200%	+$15K	﹤0.01%	481
2016 Q3	$13K	Buy	+200	New	+$9.99K	﹤0.01%	480

Other funds holding TWLO

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

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

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

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

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

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

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

AIM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Reilly Financial Advisors's TWLO Position: Q4 2021 in Review

Reilly Financial Advisors held its Twilio (TWLO) position steady in Q4 2021 at 421 shares worth $111K. The position accounts for 0.01% of the portfolio, ranked #269.

Reilly Financial Advisors first reported a position in TWLO in Q3 2016 and has held it in 22 quarters since. The position peaked at $181K in Q4 2020. 950 funds tracked by Wall St. Rank hold TWLO as of Q4 2021.

Reilly Financial Advisors held 421 shares of Twilio worth $111K as of Q4 2021.
Reilly Financial Advisors left its Twilio share count unchanged in Q4 2021.
Twilio made up 0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #269 holding.
Reilly Financial Advisors first reported a position in Twilio in Q3 2016 and has held it in 22 quarters since.
Reilly Financial Advisors's Twilio position peaked at $181K in Q4 2020.
950 funds tracked by Wall St. Rank held Twilio as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.