TCI Wealth Advisors’s Twilio TWLO Stock Holding History

TCI 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
2020 Q4	–	Sell	-500	Closed	-$124K	–	1668
2020 Q3	$124K	Buy	+500	New	+$123K	0.05%	185

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TCI Wealth Advisors's TWLO Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Twilio (TWLO) in Q2 2023, closing a stake of 202 shares — an estimated $13.5K sold.

TCI Wealth Advisors first reported a position in TWLO in Q3 2018 and held it in 19 quarters. The position peaked at $105K in Q2 2021. 619 funds tracked by Wall St. Rank hold TWLO as of Q2 2023.

TCI Wealth Advisors reported no remaining Twilio position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 202 Twilio shares in Q2 2023, an estimated $13.5K.
TCI Wealth Advisors first reported a position in Twilio in Q3 2018 and held it in 19 quarters.
TCI Wealth Advisors's Twilio position peaked at $105K in Q2 2021.
619 funds tracked by Wall St. Rank held Twilio as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.