Stonebridge Capital Advisors’s Twilio TWLO Stock Holding History

Stonebridge Capital Advisors’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	-35	Closed	-$2.05K	–	809
2023 Q3	$2.05K	Hold	35	–	–	﹤0.01%	802
2023 Q2	$2.23K	Hold	35	–	–	﹤0.01%	806
2023 Q1	$2.33K	Hold	35	–	–	﹤0.01%	796
2022 Q4	$1.71K	Sell	35 -4	-10%	-$228	﹤0.01%	822
2022 Q3	$3K	Buy	39 +4	+11%	+$320	﹤0.01%	767
2022 Q2	$3K	Sell	35 -1	-3%	-$112	﹤0.01%	788
2022 Q1	$6K	Sell	36 -9	-20%	-$1.64K	﹤0.01%	755
2021 Q4	$12K	Buy	45 +9	+25%	+$2.69K	﹤0.01%	617
2021 Q3	$11K	Buy	36 +1	+3%	+$364	﹤0.01%	606
2021 Q2	$14K	Hold	35	–	–	﹤0.01%	566
2021 Q1	$12K	Buy	+35	New	+$13.1K	﹤0.01%	603
2020 Q3	–	Sell	-25	Closed	-$5K	–	666
2020 Q2	$5K	Hold	25	–	–	﹤0.01%	575
2020 Q1	$2K	Hold	25	–	–	﹤0.01%	667
2019 Q4	$2K	Hold	25	–	–	﹤0.01%	752
2019 Q3	$3K	Hold	25	–	–	﹤0.01%	683
2019 Q2	$3K	Buy	+25	New	+$3.33K	﹤0.01%	738

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

Stonebridge Capital Advisors's TWLO Position: Q4 2023 in Review

Stonebridge Capital Advisors sold out of Twilio (TWLO) in Q4 2023, closing a stake of 35 shares — an estimated $2.05K sold.

Stonebridge Capital Advisors first reported a position in TWLO in Q2 2019 and held it in 16 quarters. The position peaked at $14K in Q2 2021. 659 funds tracked by Wall St. Rank hold TWLO as of Q4 2023.

Stonebridge Capital Advisors reported no remaining Twilio position as of Q4 2023 after selling out during the quarter.
Stonebridge Capital Advisors sold 35 Twilio shares in Q4 2023, an estimated $2.05K.
Stonebridge Capital Advisors first reported a position in Twilio in Q2 2019 and held it in 16 quarters.
Stonebridge Capital Advisors's Twilio position peaked at $14K in Q2 2021.
659 funds tracked by Wall St. Rank held Twilio as of Q4 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.