Simplicity Solutions’s Twilio TWLO Stock Holding History

Simplicity Solutions’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 Q2	–	Sell	-3,452	Closed	-$230K	–	1224
2023 Q1	$230K	Buy	+3,452	New	+$213K	0.01%	950
2022 Q2	–	Sell	-1,898	Closed	-$313K	–	701
2022 Q1	$313K	Sell	1,898 -1,474	-44%	-$269K	0.04%	437
2021 Q4	$888K	Buy	3,372 +1,684	+100%	+$504K	0.1%	243
2021 Q3	$539K	Buy	1,688 +190	+13%	+$69.2K	0.08%	268
2021 Q2	$590K	Buy	1,498 +202	+16%	+$70.1K	0.12%	192
2021 Q1	$442K	Sell	1,296 -11,470	-90%	-$4.3M	0.1%	229
2020 Q4	$4.32M	Buy	12,766 +9,132	+251%	+$2.85M	0.06%	256
2020 Q3	$898K	Sell	3,634 -2,477	-41%	-$611K	0.02%	504
2020 Q2	$1.34M	Buy	+6,111	New	+$981K	0.03%	390

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

GIM

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

AIM

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

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 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

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

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

Simplicity Solutions's TWLO Position: Q2 2023 in Review

Simplicity Solutions sold out of Twilio (TWLO) in Q2 2023, closing a stake of 3,452 shares — an estimated $230K sold.

Simplicity Solutions first reported a position in TWLO in Q2 2020 and held it in 9 quarters. The position peaked at $4.32M in Q4 2020. 619 funds tracked by Wall St. Rank hold TWLO as of Q2 2023.

Simplicity Solutions reported no remaining Twilio position as of Q2 2023 after selling out during the quarter.
Simplicity Solutions sold 3,452 Twilio shares in Q2 2023, an estimated $230K.
Simplicity Solutions first reported a position in Twilio in Q2 2020 and held it in 9 quarters.
Simplicity Solutions's Twilio position peaked at $4.32M in Q4 2020.
619 funds tracked by Wall St. Rank held Twilio as of Q2 2023.

Based on Simplicity Solutions's 13F filing for Q2 2023, filed 26 Jul 2023.