Sutton Wealth Advisors’s Twilio TWLO Stock Holding History

Sutton 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
2023 Q3	$1.29K	Hold	22	–	–	﹤0.01%	772
2023 Q2	$1.4K	Hold	22	–	–	﹤0.01%	744
2023 Q1	$1.47K	Hold	22	–	–	﹤0.01%	687
2022 Q4	$1.08K	Sell	22 -165	-88%	-$9.39K	﹤0.01%	1300
2022 Q3	$12.9K	Sell	187 -1,685	-90%	-$135K	0.01%	814
2022 Q2	$157K	Buy	1,872 +950	+103%	+$106K	0.06%	191
2022 Q1	$152K	Buy	922 +723	+363%	+$132K	0.05%	203
2021 Q4	$52.4K	Buy	199 +2	+1%	+$598	0.02%	396
2021 Q3	$62.9K	Hold	197	–	–	0.02%	337
2021 Q2	$77.7K	Hold	197	–	–	0.03%	290
2021 Q1	$67.1K	Hold	197	–	–	0.03%	314
2020 Q4	$66.7K	Hold	197	–	–	0.03%	293
2020 Q3	$48.7K	Hold	197	–	–	0.02%	311
2020 Q2	$43.2K	Sell	197 -3	-2%	-$482	0.02%	335
2020 Q1	$17.9K	Buy	200 +5	+3%	+$549	0.01%	506
2019 Q4	$19.2K	Sell	195 -173	-47%	-$17.7K	0.01%	615
2019 Q3	$40.5K	Hold	368	–	–	0.02%	356
2019 Q2	$50.2K	Buy	368 +3	+0.8%	+$399	0.03%	301
2019 Q1	$47.2K	Buy	365 +3	+0.8%	+$338	0.03%	309
2018 Q4	$32.3K	Buy	362 +175	+94%	+$14.2K	0.02%	373
2018 Q3	$16.1K	Hold	187	–	–	0.01%	666
2018 Q2	$10.5K	Buy	+187	New	+$9.26K	0.01%	819
2017 Q2	–	Sell	-866	Closed	-$25K	–	1106
2017 Q1	$25K	Buy	+866	New	+$26.2K	0.02%	431

Other funds holding TWLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $7.07B AUM 50.91% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Sutton Wealth Advisors's TWLO Position: Q3 2023 in Review

Sutton Wealth Advisors held its Twilio (TWLO) position steady in Q3 2023 at 22 shares worth $1.29K. The position accounts for ﹤0.01% of the portfolio, ranked #772.

Sutton Wealth Advisors first reported a position in TWLO in Q1 2017 and has held it in 23 quarters since. The position peaked at $157K in Q2 2022. 605 funds tracked by Wall St. Rank hold TWLO as of Q3 2023.

Sutton Wealth Advisors held 22 shares of Twilio worth $1.29K as of Q3 2023.
Sutton Wealth Advisors left its Twilio share count unchanged in Q3 2023.
Twilio made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #772 holding.
Sutton Wealth Advisors first reported a position in Twilio in Q1 2017 and has held it in 23 quarters since.
Sutton Wealth Advisors's Twilio position peaked at $157K in Q2 2022.
605 funds tracked by Wall St. Rank held Twilio as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.