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Summit Securities Group’s Twilio TWLO Stock Holding History

Summit Securities 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
2021
Q2 		– Sell
-4,200
Closed -$1.46M – 878
2021
Q1 		$1.43M Buy
+4,200
New +$1.57M 0.16% 146
2019
Q3 		– Sell
-2,000
Closed -$273K – 414
2019
Q2 		$273K Buy
+2,000
New +$266K 0.03% 276

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

Summit Securities Group's TWLO Position: Q2 2021 in Review

Summit Securities Group sold out of Twilio (TWLO) in Q2 2021, closing a stake of 4,200 shares — an estimated $1.46M sold.

Summit Securities Group first reported a position in TWLO in Q2 2019 and held it in 2 quarters. The position peaked at $1.43M in Q1 2021. 939 funds tracked by Wall St. Rank hold TWLO as of Q2 2021.

  • Summit Securities Group reported no remaining Twilio position as of Q2 2021 after selling out during the quarter.
  • Summit Securities Group sold 4,200 Twilio shares in Q2 2021, an estimated $1.46M.
  • Summit Securities Group first reported a position in Twilio in Q2 2019 and held it in 2 quarters.
  • Summit Securities Group's Twilio position peaked at $1.43M in Q1 2021.
  • 939 funds tracked by Wall St. Rank held Twilio as of Q2 2021.

Based on Summit Securities Group's 13F filing for Q2 2021, filed 19 Jul 2021.