Sonen Capital’s Twilio TWLO Stock Holding History

Sonen Capital’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 Q4	$705K	Hold	9,288	–	–	1.34%	24
2023 Q3	$544K	Hold	9,288	–	–	1.07%	33
2023 Q2	$591K	Buy	9,288 +1,340	+17%	+$79.1K	0.98%	31
2023 Q1	$530K	Sell	7,948 -2,905	-27%	-$179K	0.9%	37
2022 Q4	$531K	Buy	10,853 +3,537	+48%	+$201K	0.87%	44
2022 Q3	$506K	Sell	7,316 -869	-11%	-$69.4K	0.82%	49
2022 Q2	$686K	Buy	8,185 +2,403	+42%	+$269K	0.98%	38
2022 Q1	$953K	Buy	+5,782	New	+$1.05M	1.15%	27

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

GIM

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

AIM

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 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 $544B AUM 28.31% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Sonen Capital's TWLO Position: Q4 2023 in Review

Sonen Capital held its Twilio (TWLO) position steady in Q4 2023 at 9,288 shares worth $705K. The position accounts for 1.34% of the portfolio, ranked #24.

Sonen Capital first reported a position in TWLO in Q1 2022 and has held it in 8 quarters since. The position peaked at $953K in Q1 2022. 659 funds tracked by Wall St. Rank hold TWLO as of Q4 2023.

Sonen Capital held 9,288 shares of Twilio worth $705K as of Q4 2023.
Sonen Capital left its Twilio share count unchanged in Q4 2023.
Twilio made up 1.34% of Sonen Capital's portfolio in Q4 2023, its #24 holding.
Sonen Capital first reported a position in Twilio in Q1 2022 and has held it in 8 quarters since.
Sonen Capital's Twilio position peaked at $953K in Q1 2022.
659 funds tracked by Wall St. Rank held Twilio as of Q4 2023.

Based on Sonen Capital's 13F filing for Q4 2023, filed 2 Feb 2024.