Sterling Investment Advisors (Pennsylvania)’s Twilio TWLO Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 Q2	–	Sell	-75	Closed	-$12K	–	628
2022 Q1	$12K	Hold	75	–	–	﹤0.01%	417
2021 Q4	$20K	Hold	75	–	–	0.01%	368
2021 Q3	$24K	Hold	75	–	–	0.01%	341
2021 Q2	$30K	Hold	75	–	–	0.01%	312
2021 Q1	$26K	Hold	75	–	–	0.01%	306
2020 Q4	$25K	Hold	75	–	–	0.01%	292
2020 Q3	$19K	Sell	75 -75	-50%	-$18.5K	0.01%	301
2020 Q2	$32K	Hold	150	–	–	0.01%	258
2020 Q1	$13K	Sell	150 -200	-57%	-$22K	0.01%	304
2019 Q4	$34K	Hold	350	–	–	0.02%	247
2019 Q3	$38K	Sell	350 -100	-22%	-$13K	0.02%	233
2019 Q2	$61K	Hold	450	–	–	0.03%	188
2019 Q1	$58K	Hold	450	–	–	0.03%	195
2018 Q4	$40K	Hold	450	–	–	0.02%	219
2018 Q3	$39K	Sell	450 -750	-63%	-$54.8K	0.02%	249
2018 Q2	$67K	Hold	1,200	–	–	0.04%	174
2018 Q1	$46K	Sell	1,200 -2,000	-63%	-$63.3K	0.03%	202
2017 Q4	$76K	Hold	3,200	–	–	0.05%	157
2017 Q3	$96K	Buy	3,200 +3,000	+1,500%	+$89.9K	0.06%	136
2017 Q2	$6K	Hold	200	–	–	﹤0.01%	316
2017 Q1	$6K	Hold	200	–	–	﹤0.01%	298
2016 Q4	$6K	Buy	+200	New	+$7.49K	﹤0.01%	267

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

GIM

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

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s TWLO Position: Q2 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Twilio (TWLO) in Q2 2022, closing a stake of 75 shares — an estimated $12K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in TWLO in Q4 2016 and held it in 22 quarters. The position peaked at $96K in Q3 2017. 761 funds tracked by Wall St. Rank hold TWLO as of Q2 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining Twilio position as of Q2 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 75 Twilio shares in Q2 2022, an estimated $12K.
Sterling Investment Advisors (Pennsylvania) first reported a position in Twilio in Q4 2016 and held it in 22 quarters.
Sterling Investment Advisors (Pennsylvania)'s Twilio position peaked at $96K in Q3 2017.
761 funds tracked by Wall St. Rank held Twilio as of Q2 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2022, filed 5 Aug 2022.