SFMG Wealth Advisors’s Twilio TWLO Stock Holding History

SFMG 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 Q1	–	Sell	-1,601	Closed	-$422K	–	325
2021 Q4	$422K	Buy	1,601 +592	+59%	+$177K	0.04%	168
2021 Q3	$322K	Hold	1,009	–	–	0.04%	182
2021 Q2	$398K	Buy	1,009 +8	+0.8%	+$2.78K	0.04%	171
2021 Q1	$341K	Buy	1,001 +1	+0.1%	+$375	0.04%	175
2020 Q4	$339K	Hold	1,000	–	–	0.04%	159
2020 Q3	$247K	Hold	1,000	–	–	0.03%	152
2020 Q2	$219K	Buy	+1,000	New	+$161K	0.03%	145

Other funds holding TWLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 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

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

SFMG Wealth Advisors's TWLO Position: Q1 2022 in Review

SFMG Wealth Advisors sold out of Twilio (TWLO) in Q1 2022, closing a stake of 1,601 shares — an estimated $422K sold.

SFMG Wealth Advisors first reported a position in TWLO in Q2 2020 and held it in 7 quarters. The position peaked at $422K in Q4 2021. 873 funds tracked by Wall St. Rank hold TWLO as of Q1 2022.

SFMG Wealth Advisors reported no remaining Twilio position as of Q1 2022 after selling out during the quarter.
SFMG Wealth Advisors sold 1,601 Twilio shares in Q1 2022, an estimated $422K.
SFMG Wealth Advisors first reported a position in Twilio in Q2 2020 and held it in 7 quarters.
SFMG Wealth Advisors's Twilio position peaked at $422K in Q4 2021.
873 funds tracked by Wall St. Rank held Twilio as of Q1 2022.

Based on SFMG Wealth Advisors's 13F filing for Q1 2022, filed 21 Apr 2022.