Silvant Capital Management’s Twilio TWLO Stock Holding History

Silvant Capital 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 Q4	–	Sell	-7,157	Closed	-$494K	–	363
2022 Q3	$494K	Sell	7,157 -31	-0.4%	-$2.48K	0.03%	149
2022 Q2	$602K	Buy	7,188 +9	+0.1%	+$1.01K	0.15%	96
2022 Q1	$1.18M	Sell	7,179 -89	-1%	-$16.2K	0.23%	80
2021 Q4	$1.91M	Sell	7,268 -315	-4%	-$94.2K	0.33%	69
2021 Q3	$2.42M	Sell	7,583 -1,510	-17%	-$550K	0.43%	60
2021 Q2	$3.58M	Sell	9,093 -155	-2%	-$53.8K	0.56%	43
2021 Q1	$3.15M	Buy	9,248 +2,306	+33%	+$864K	0.54%	47
2020 Q4	$2.35M	Buy	6,942 +1,680	+32%	+$525K	0.4%	70
2020 Q3	$1.3M	Sell	5,262 -1,405	-21%	-$346K	0.24%	88
2020 Q2	$1.46M	Buy	+6,667	New	+$1.07M	0.26%	87

Other funds holding TWLO

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

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

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

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Silvant Capital Management's TWLO Position: Q4 2022 in Review

Silvant Capital Management sold out of Twilio (TWLO) in Q4 2022, closing a stake of 7,157 shares — an estimated $494K sold.

Silvant Capital Management first reported a position in TWLO in Q2 2020 and held it in 10 quarters. The position peaked at $3.58M in Q2 2021. 611 funds tracked by Wall St. Rank hold TWLO as of Q4 2022.

Silvant Capital Management reported no remaining Twilio position as of Q4 2022 after selling out during the quarter.
Silvant Capital Management sold 7,157 Twilio shares in Q4 2022, an estimated $494K.
Silvant Capital Management first reported a position in Twilio in Q2 2020 and held it in 10 quarters.
Silvant Capital Management's Twilio position peaked at $3.58M in Q2 2021.
611 funds tracked by Wall St. Rank held Twilio as of Q4 2022.

Based on Silvant Capital Management's 13F filing for Q4 2022, filed 23 Jan 2023.