SWM
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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 $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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 $154B AUM 29.96% 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
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return