Sargent Bickham Lagudis’s Twilio TWLO Stock Holding History

Sargent Bickham Lagudis’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
2022 Q4	$1.67K	Sell	34 -4	-11%	-$228	﹤0.01%	939
2022 Q3	$3K	Buy	38 +7	+23%	+$559	﹤0.01%	860
2022 Q2	$2K	Hold	31	–	–	﹤0.01%	947
2022 Q1	$5K	Hold	31	–	–	﹤0.01%	802
2021 Q4	$8K	Hold	31	–	–	﹤0.01%	750
2021 Q3	$10K	Hold	31	–	–	﹤0.01%	723
2021 Q2	$12K	Buy	31 +24	+343%	+$8.33K	﹤0.01%	691
2021 Q1	$2K	Hold	7	–	–	﹤0.01%	872
2020 Q4	$2K	Buy	7 +2	+40%	+$625	﹤0.01%	819
2020 Q3	$1K	Hold	5	–	–	﹤0.01%	771
2020 Q2	$1K	Sell	5 -19	-79%	-$3.05K	﹤0.01%	755
2020 Q1	$2K	Hold	24	–	–	﹤0.01%	715
2019 Q4	$2K	Hold	24	–	–	﹤0.01%	785
2019 Q3	$3K	Buy	24 +5	+26%	+$648	﹤0.01%	663
2019 Q2	$3K	Buy	+19	New	+$2.53K	﹤0.01%	700

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

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

AIM

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

GIM

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sargent Bickham Lagudis's TWLO Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its Twilio (TWLO) stake by 11% in Q4 2022, selling an estimated $228 and leaving 34 shares worth $1.67K. The position accounts for ﹤0.01% of the portfolio, ranked #939.

Sargent Bickham Lagudis first reported a position in TWLO in Q2 2019 and has held it in 15 quarters since. The position peaked at $12K in Q2 2021. 611 funds tracked by Wall St. Rank hold TWLO as of Q4 2022.

Sargent Bickham Lagudis held 34 shares of Twilio worth $1.67K as of Q4 2022.
Sargent Bickham Lagudis sold 4 Twilio shares in Q4 2022, an estimated $228.
Twilio made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #939 holding.
Sargent Bickham Lagudis first reported a position in Twilio in Q2 2019 and has held it in 15 quarters since.
Sargent Bickham Lagudis's Twilio position peaked at $12K in Q2 2021.
611 funds tracked by Wall St. Rank held Twilio as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.