RVW Wealth’s Twilio TWLO Stock Holding History

RVW Wealth’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 Q4	–	Sell	-515	Closed	-$30.1K	–	340
2023 Q3	$30.1K	Buy	+515	New	+$32.1K	﹤0.01%	280
2021 Q3	–	Sell	-515	Closed	–	–	117
2021 Q2	$0	Buy	+515	New	+$179K	﹤0.01%	109

Other funds holding TWLO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

RVW Wealth's TWLO Position: Q4 2023 in Review

RVW Wealth sold out of Twilio (TWLO) in Q4 2023, closing a stake of 515 shares — an estimated $30.1K sold.

RVW Wealth first reported a position in TWLO in Q2 2021 and held it in 2 quarters. The position peaked at $30.1K in Q3 2023. 659 funds tracked by Wall St. Rank hold TWLO as of Q4 2023.

RVW Wealth reported no remaining Twilio position as of Q4 2023 after selling out during the quarter.
RVW Wealth sold 515 Twilio shares in Q4 2023, an estimated $30.1K.
RVW Wealth first reported a position in Twilio in Q2 2021 and held it in 2 quarters.
RVW Wealth's Twilio position peaked at $30.1K in Q3 2023.
659 funds tracked by Wall St. Rank held Twilio as of Q4 2023.

Based on RVW Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.