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SlateStone Wealth’s Twilio TWLO Stock Holding History

SlateStone Wealth’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
Q4 		– Sell
-1,000
Closed -$319K – 184
2021
Q3 		$319K Hold
1,000
– – 0.07% 135
2021
Q2 		$394K Hold
1,000
– – 0.09% 131
2021
Q1 		$341K Buy
1,000
+400
+67% +$150K 0.08% 132
2020
Q4 		$203K Buy
+600
New +$187K 0.05% 164

Other funds holding TWLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

SlateStone Wealth's TWLO Position: Q4 2021 in Review

SlateStone Wealth sold out of Twilio (TWLO) in Q4 2021, closing a stake of 1,000 shares — an estimated $319K sold.

SlateStone Wealth first reported a position in TWLO in Q4 2020 and held it in 4 quarters. The position peaked at $394K in Q2 2021. 949 funds tracked by Wall St. Rank hold TWLO as of Q4 2021.

  • SlateStone Wealth reported no remaining Twilio position as of Q4 2021 after selling out during the quarter.
  • SlateStone Wealth sold 1,000 Twilio shares in Q4 2021, an estimated $319K.
  • SlateStone Wealth first reported a position in Twilio in Q4 2020 and held it in 4 quarters.
  • SlateStone Wealth's Twilio position peaked at $394K in Q2 2021.
  • 949 funds tracked by Wall St. Rank held Twilio as of Q4 2021.

Based on SlateStone Wealth's 13F filing for Q4 2021, filed 2 Feb 2022.