SFS
TWLO icon

Stiles Financial Services’s Twilio TWLO Stock Holding History

Stiles 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
2023
Q4 		– Sell
-3,477
Closed -$204K – 180
2023
Q3 		$204K Sell
3,477
-1,356
-28% -$84.5K 0.11% 166
2023
Q2 		$307K Sell
4,833
-785
-14% -$46.3K 0.15% 137
2023
Q1 		$374K Sell
5,618
-85
-1% -$5.24K 0.2% 119
2022
Q4 		$279K Sell
5,703
-581
-9% -$33.1K 0.16% 142
2022
Q3 		$434K Sell
6,284
-285
-4% -$22.8K 0.26% 97
2022
Q2 		$551K Sell
6,569
-90
-1% -$10.1K 0.33% 86
2022
Q1 		$1.09M Sell
6,659
-8
-0.1% -$1.46K 0.55% 58
2021
Q4 		$1.76M Buy
+6,667
New +$1.99M 0.85% 34

Other funds holding TWLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return