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Stratos Wealth Advisors’s Twilio TWLO Stock Holding History

Stratos Wealth 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
2022
Q1 		– Sell
-1,849
Closed -$487K – 581
2021
Q4 		$487K Sell
1,849
-44
-2% -$13.2K 0.04% 400
2021
Q3 		$604K Sell
1,893
-33
-2% -$12K 0.05% 321
2021
Q2 		$759K Buy
1,926
+1,083
+128% +$376K 0.07% 281
2021
Q1 		$287K Buy
843
+24
+3% +$8.99K 0.03% 403
2020
Q4 		$277K Sell
819
-60
-7% -$18.7K 0.04% 329
2020
Q3 		$217K Buy
+879
New +$217K 0.05% 288
2019
Q3 		– Sell
-1,792
Closed -$244K – 260
2019
Q2 		$244K Buy
1,792
+100
+6% +$13.3K 0.1% 204
2019
Q1 		$219K Buy
+1,692
New +$191K 0.12% 198

Other funds holding TWLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Stratos Wealth Advisors's TWLO Position: Q1 2022 in Review

Stratos Wealth Advisors sold out of Twilio (TWLO) in Q1 2022, closing a stake of 1,849 shares — an estimated $487K sold.

Stratos Wealth Advisors first reported a position in TWLO in Q1 2019 and held it in 8 quarters. The position peaked at $759K in Q2 2021. 872 funds tracked by Wall St. Rank hold TWLO as of Q1 2022.

  • Stratos Wealth Advisors reported no remaining Twilio position as of Q1 2022 after selling out during the quarter.
  • Stratos Wealth Advisors sold 1,849 Twilio shares in Q1 2022, an estimated $487K.
  • Stratos Wealth Advisors first reported a position in Twilio in Q1 2019 and held it in 8 quarters.
  • Stratos Wealth Advisors's Twilio position peaked at $759K in Q2 2021.
  • 872 funds tracked by Wall St. Rank held Twilio as of Q1 2022.

Based on Stratos Wealth Advisors's 13F filing for Q1 2022, filed 26 Apr 2022.