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Sowell Financial Services’s Twilio TWLO Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-2,449
Closed -$745K – 2557
2021
Q1 		$745K Sell
2,449
-282
-10% -$106K 0.03% 498
2020
Q4 		$924K Sell
2,731
-2,474
-48% -$773K 0.04% 347
2020
Q3 		$1.29M Buy
5,205
+3,283
+171% +$809K 0.06% 246
2020
Q2 		$422K Buy
1,922
+724
+60% +$116K 0.02% 502
2020
Q1 		$107K Sell
1,198
-180
-13% -$19.8K 0.01% 822
2019
Q4 		$135K Buy
1,378
+470
+52% +$48K 0.01% 825
2019
Q3 		$100K Buy
+908
New +$118K 0.01% 831

Other funds holding TWLO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sowell Financial Services's TWLO Position: Q2 2021 in Review

Sowell Financial Services sold out of Twilio (TWLO) in Q2 2021, closing a stake of 2,449 shares — an estimated $745K sold.

Sowell Financial Services first reported a position in TWLO in Q3 2019 and held it in 7 quarters. The position peaked at $1.29M in Q3 2020. 940 funds tracked by Wall St. Rank hold TWLO as of Q2 2021.

  • Sowell Financial Services reported no remaining Twilio position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 2,449 Twilio shares in Q2 2021, an estimated $745K.
  • Sowell Financial Services first reported a position in Twilio in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Twilio position peaked at $1.29M in Q3 2020.
  • 940 funds tracked by Wall St. Rank held Twilio as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.