Safeguard Financial’s Twilio TWLO Stock Holding History

Safeguard Financial’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 Q3	–	Sell	-50	Closed	-$3K	–	514
2023 Q2	$3K	Buy	+50	New	+$2.95K	﹤0.01%	447

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

Safeguard Financial's TWLO Position: Q3 2023 in Review

Safeguard Financial sold out of Twilio (TWLO) in Q3 2023, closing a stake of 50 shares — an estimated $3K sold.

Safeguard Financial first reported a position in TWLO in Q2 2023 and held it in 1 quarter. The position peaked at $3K in Q2 2023. 605 funds tracked by Wall St. Rank hold TWLO as of Q3 2023.

Safeguard Financial reported no remaining Twilio position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 50 Twilio shares in Q3 2023, an estimated $3K.
Safeguard Financial first reported a position in Twilio in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Twilio position peaked at $3K in Q2 2023.
605 funds tracked by Wall St. Rank held Twilio as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.