Sloy Dahl & Holst’s Twilio TWLO Stock Holding History

Sloy Dahl & Holst’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	-3,591	Closed	-$248K	–	80
2022 Q3	$248K	Sell	3,591 -1,630	-31%	-$130K	0.05%	64
2022 Q2	$438K	Sell	5,221 -126	-2%	-$14.1K	0.1%	41
2022 Q1	$881K	Sell	5,347 -1,492	-22%	-$272K	0.15%	32
2021 Q4	$2.18M	Hold	6,839	–	–	0.46%	23
2021 Q3	$2.18M	Sell	6,839 -461	-6%	-$168K	0.46%	23
2021 Q2	$2.88M	Sell	7,300 -1,114	-13%	-$387K	0.39%	20
2021 Q1	$2.87M	Sell	8,414 -1,769	-17%	-$663K	0.41%	20
2020 Q4	$2M	Buy	10,183 +1,035	+11%	+$323K	0.96%	13
2020 Q3	$2.73M	Buy	9,148 +1,288	+16%	+$318K	1.04%	11
2020 Q2	$1.72M	Sell	7,860 -5,101	-39%	-$819K	0.82%	11
2020 Q1	$1.16M	Buy	12,961 +5,746	+80%	+$631K	0.88%	13
2019 Q4	$709K	Buy	+7,215	New	+$737K	0.66%	21

Other funds holding TWLO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 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 $7.07B AUM 50.91% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sloy Dahl & Holst's TWLO Position: Q4 2022 in Review

Sloy Dahl & Holst sold out of Twilio (TWLO) in Q4 2022, closing a stake of 3,591 shares — an estimated $248K sold.

Sloy Dahl & Holst first reported a position in TWLO in Q4 2019 and held it in 12 quarters. The position peaked at $2.88M in Q2 2021. 613 funds tracked by Wall St. Rank hold TWLO as of Q4 2022.

Sloy Dahl & Holst reported no remaining Twilio position as of Q4 2022 after selling out during the quarter.
Sloy Dahl & Holst sold 3,591 Twilio shares in Q4 2022, an estimated $248K.
Sloy Dahl & Holst first reported a position in Twilio in Q4 2019 and held it in 12 quarters.
Sloy Dahl & Holst's Twilio position peaked at $2.88M in Q2 2021.
613 funds tracked by Wall St. Rank held Twilio as of Q4 2022.

Based on Sloy Dahl & Holst's 13F filing for Q4 2022, filed 30 Jan 2023.