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Silver Oak Securities’s Twilio TWLO Stock Holding History

Silver Oak Securities’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
2023
Q3 		– Sell
-3,368
Closed -$214K – 500
2023
Q2 		$214K Buy
3,368
+50
+2% +$2.95K 0.03% 407
2023
Q1 		$221K Buy
+3,318
New +$205K 0.04% 355
2022
Q3 		– Sell
-2,958
Closed -$258K – 500
2022
Q2 		$258K Buy
+2,958
New +$331K 0.06% 220

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
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Silver Oak Securities's TWLO Position: Q3 2023 in Review

Silver Oak Securities sold out of Twilio (TWLO) in Q3 2023, closing a stake of 3,368 shares — an estimated $214K sold.

Silver Oak Securities first reported a position in TWLO in Q2 2022 and held it in 3 quarters. The position peaked at $258K in Q2 2022. 605 funds tracked by Wall St. Rank hold TWLO as of Q3 2023.

  • Silver Oak Securities reported no remaining Twilio position as of Q3 2023 after selling out during the quarter.
  • Silver Oak Securities sold 3,368 Twilio shares in Q3 2023, an estimated $214K.
  • Silver Oak Securities first reported a position in Twilio in Q2 2022 and held it in 3 quarters.
  • Silver Oak Securities's Twilio position peaked at $258K in Q2 2022.
  • 605 funds tracked by Wall St. Rank held Twilio as of Q3 2023.

Based on Silver Oak Securities's 13F filing for Q3 2023, filed 18 Oct 2023.