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Sheets Smith Wealth Management’s Twilio TWLO Stock Holding History

Sheets Smith 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
2021
Q1 		– Sell
-1,528
Closed -$517K – 349
2020
Q4 		$517K Buy
+1,528
New +$477K 0.08% 197
2019
Q3 		– Sell
-3,290
Closed -$449K – 320
2019
Q2 		$449K Sell
3,290
-26
-0.8% -$3.46K 0.09% 225
2019
Q1 		$428K Buy
+3,316
New +$373K 0.09% 221

Other funds holding TWLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
SM
SCGE Management Menlo Park, California $5.9B AUM 8.54% 1-Year Est. Return

Sheets Smith Wealth Management's TWLO Position: Q1 2021 in Review

Sheets Smith Wealth Management sold out of Twilio (TWLO) in Q1 2021, closing a stake of 1,528 shares — an estimated $517K sold.

Sheets Smith Wealth Management first reported a position in TWLO in Q1 2019 and held it in 3 quarters. The position peaked at $517K in Q4 2020. 932 funds tracked by Wall St. Rank hold TWLO as of Q1 2021.

  • Sheets Smith Wealth Management reported no remaining Twilio position as of Q1 2021 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 1,528 Twilio shares in Q1 2021, an estimated $517K.
  • Sheets Smith Wealth Management first reported a position in Twilio in Q1 2019 and held it in 3 quarters.
  • Sheets Smith Wealth Management's Twilio position peaked at $517K in Q4 2020.
  • 932 funds tracked by Wall St. Rank held Twilio as of Q1 2021.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2021, filed 23 Apr 2021.