Steward Financial Group’s Twilio TWLO Stock Holding History

Steward Financial Group’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 Q3	$2K	Buy	+36	New	+$2.24K	﹤0.01%	1053
2023 Q2	–	Sell	-8	Closed	–	–	972
2023 Q1	$0	Buy	8 +2	+33%	+$123	﹤0.01%	912
2022 Q4	$0	Buy	+6	New	+$341	﹤0.01%	812
2022 Q3	–	Sell	-9	Closed	–	–	1229
2022 Q2	$0	Buy	+9	New	+$1.01K	﹤0.01%	1377

Other funds holding TWLO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $7.75B AUM 33.73% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Steward Financial Group's TWLO Position: Q3 2023 in Review

Steward Financial Group opened a new position in Twilio (TWLO) in Q3 2023: 36 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1053 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in TWLO as recently as Q1 2023.

Steward Financial Group first reported a position in TWLO in Q2 2022 and has held it in 4 quarters since. 605 funds tracked by Wall St. Rank hold TWLO as of Q3 2023.

Steward Financial Group held 36 shares of Twilio worth $2K as of Q3 2023.
Twilio was a new Steward Financial Group position in Q3 2023.
Twilio made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1053 holding.
Steward Financial Group first reported a position in Twilio in Q2 2022 and has held it in 4 quarters since.
605 funds tracked by Wall St. Rank held Twilio as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.