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SeaCrest Wealth Management’s Twilio TWLO Stock Holding History

SeaCrest Wealth Management’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
Q3 		– Sell
-2,111
Closed -$177K – 1451
2022
Q2 		$177K Sell
2,111
-399
-16% -$44.6K 0.02% 653
2022
Q1 		$414K Buy
2,510
+142
+6% +$25.9K 0.05% 418
2021
Q4 		$624K Buy
2,368
+461
+24% +$138K 0.07% 289
2021
Q3 		$608K Sell
1,907
-40
-2% -$14.6K 0.07% 284
2021
Q2 		$767K Sell
1,947
-447
-19% -$155K 0.09% 238
2021
Q1 		$816K Sell
2,394
-5
-0.2% -$1.87K 0.11% 205
2020
Q4 		$812K Sell
2,399
-1,261
-34% -$394K 0.11% 194
2020
Q3 		$904K Sell
3,660
-355
-9% -$87.5K 0.14% 157
2020
Q2 		$881K Buy
+4,015
New +$645K 0.15% 148
2019
Q4 		– Sell
-3,527
Closed -$388K – 586
2019
Q3 		$388K Buy
3,527
+149
+4% +$19.3K 0.07% 324
2019
Q2 		$461K Sell
3,378
-100
-3% -$13.3K 0.09% 264
2019
Q1 		$449K Buy
3,478
+2,528
+266% +$285K 0.08% 256
2018
Q4 		$85K Buy
950
+126
+15% +$10.2K 0.02% 721
2018
Q3 		$71K Sell
824
-526
-39% -$38.5K 0.01% 876
2018
Q2 		$76K Sell
1,350
-1,250
-48% -$61.9K 0.01% 822
2018
Q1 		$99K Sell
2,600
-2,600
-50% -$82.3K 0.02% 707
2017
Q4 		$123K Buy
+5,200
New +$146K 0.02% 638

Other funds holding TWLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

SeaCrest Wealth Management's TWLO Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Twilio (TWLO) in Q3 2022, closing a stake of 2,111 shares — an estimated $177K sold.

SeaCrest Wealth Management first reported a position in TWLO in Q4 2017 and held it in 17 quarters. The position peaked at $904K in Q3 2020. 688 funds tracked by Wall St. Rank hold TWLO as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining Twilio position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 2,111 Twilio shares in Q3 2022, an estimated $177K.
  • SeaCrest Wealth Management first reported a position in Twilio in Q4 2017 and held it in 17 quarters.
  • SeaCrest Wealth Management's Twilio position peaked at $904K in Q3 2020.
  • 688 funds tracked by Wall St. Rank held Twilio as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.