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TWLO icon

Surevest’s Twilio TWLO Stock Holding History

Surevest’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
Q3 		$713K Buy
10,308
+4,436
+76% +$354K 0.19% 105
2022
Q2 		$492K Buy
5,872
+1,304
+29% +$146K 0.13% 110
2022
Q1 		$753K Buy
4,568
+4,557
+41,427% +$830K 0.18% 106
2021
Q4 		$3K Buy
+11
New +$3.29K ﹤0.01% 381

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Surevest's TWLO Position: Q3 2022 in Review

Surevest increased its Twilio (TWLO) stake by 76% in Q3 2022, buying an estimated $354K and bringing the position to 10,308 shares worth $713K. The position accounts for 0.19% of the portfolio, ranked #105.

Surevest first reported a position in TWLO in Q4 2021 and has held it in 4 quarters since. The position peaked at $753K in Q1 2022. 687 funds tracked by Wall St. Rank hold TWLO as of Q3 2022.

  • Surevest held 10,308 shares of Twilio worth $713K as of Q3 2022.
  • Surevest bought 4,436 Twilio shares in Q3 2022, an estimated $354K.
  • Twilio made up 0.19% of Surevest's portfolio in Q3 2022, its #105 holding.
  • Surevest first reported a position in Twilio in Q4 2021 and has held it in 4 quarters since.
  • Surevest's Twilio position peaked at $753K in Q1 2022.
  • 687 funds tracked by Wall St. Rank held Twilio as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.