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Sax Wealth Advisors’s Twilio TWLO Stock Holding History

Sax 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
2022
Q2 		– Sell
-1,764
Closed -$291K – 177
2022
Q1 		$291K Sell
1,764
-1,176
-40% -$214K 0.07% 141
2021
Q4 		$774K Hold
2,940
– – 0.16% 83
2021
Q3 		$938K Hold
2,940
– – 0.22% 67
2021
Q2 		$1.16M Hold
2,940
– – 0.4% 49
2021
Q1 		$1M Buy
+2,940
New +$1.1M 0.37% 53

Other funds holding TWLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Sax Wealth Advisors's TWLO Position: Q2 2022 in Review

Sax Wealth Advisors sold out of Twilio (TWLO) in Q2 2022, closing a stake of 1,764 shares — an estimated $291K sold.

Sax Wealth Advisors first reported a position in TWLO in Q1 2021 and held it in 5 quarters. The position peaked at $1.16M in Q2 2021. 760 funds tracked by Wall St. Rank hold TWLO as of Q2 2022.

  • Sax Wealth Advisors reported no remaining Twilio position as of Q2 2022 after selling out during the quarter.
  • Sax Wealth Advisors sold 1,764 Twilio shares in Q2 2022, an estimated $291K.
  • Sax Wealth Advisors first reported a position in Twilio in Q1 2021 and held it in 5 quarters.
  • Sax Wealth Advisors's Twilio position peaked at $1.16M in Q2 2021.
  • 760 funds tracked by Wall St. Rank held Twilio as of Q2 2022.

Based on Sax Wealth Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.