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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 $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
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Stiles Financial Services's TWLO Position: Q4 2023 in Review

Stiles Financial Services sold out of Twilio (TWLO) in Q4 2023, closing a stake of 3,477 shares — an estimated $204K sold.

Stiles Financial Services first reported a position in TWLO in Q4 2021 and held it in 8 quarters. The position peaked at $1.76M in Q4 2021. 659 funds tracked by Wall St. Rank hold TWLO as of Q4 2023.

  • Stiles Financial Services reported no remaining Twilio position as of Q4 2023 after selling out during the quarter.
  • Stiles Financial Services sold 3,477 Twilio shares in Q4 2023, an estimated $204K.
  • Stiles Financial Services first reported a position in Twilio in Q4 2021 and held it in 8 quarters.
  • Stiles Financial Services's Twilio position peaked at $1.76M in Q4 2021.
  • 659 funds tracked by Wall St. Rank held Twilio as of Q4 2023.

Based on Stiles Financial Services's 13F filing for Q4 2023, filed 26 Jan 2024.