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Teamwork Financial Advisors’s Twilio TWLO Stock Holding History

Teamwork Financial 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
Q3 		– Sell
-3,560
Closed -$298K – 230
2022
Q2 		$298K Sell
3,560
-1,623
-31% -$182K 0.07% 172
2022
Q1 		$854K Sell
5,183
-1,261
-20% -$230K 0.16% 113
2021
Q4 		$1.7M Sell
6,444
-1,112
-15% -$333K 0.31% 64
2021
Q3 		$2.41M Buy
7,556
+391
+5% +$142K 0.48% 37
2021
Q2 		$2.82M Buy
7,165
+1,067
+17% +$370K 0.58% 30
2021
Q1 		$2.08M Sell
6,098
-473
-7% -$177K 0.49% 36
2020
Q4 		$2.22M Buy
6,571
+565
+9% +$177K 0.53% 32
2020
Q3 		$1.48M Sell
6,006
-405
-6% -$99.8K 0.46% 41
2020
Q2 		$1.41M Sell
6,411
-86
-1% -$13.8K 0.5% 46
2020
Q1 		$581K Sell
6,497
-18,157
-74% -$1.99M 0.36% 54
2019
Q4 		$2.42M Buy
+24,654
New +$2.52M 1.45% 14

Other funds holding TWLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 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 $175B AUM 40.63% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Teamwork Financial Advisors's TWLO Position: Q3 2022 in Review

Teamwork Financial Advisors sold out of Twilio (TWLO) in Q3 2022, closing a stake of 3,560 shares — an estimated $298K sold.

Teamwork Financial Advisors first reported a position in TWLO in Q4 2019 and held it in 11 quarters. The position peaked at $2.82M in Q2 2021. 688 funds tracked by Wall St. Rank hold TWLO as of Q3 2022.

  • Teamwork Financial Advisors reported no remaining Twilio position as of Q3 2022 after selling out during the quarter.
  • Teamwork Financial Advisors sold 3,560 Twilio shares in Q3 2022, an estimated $298K.
  • Teamwork Financial Advisors first reported a position in Twilio in Q4 2019 and held it in 11 quarters.
  • Teamwork Financial Advisors's Twilio position peaked at $2.82M in Q2 2021.
  • 688 funds tracked by Wall St. Rank held Twilio as of Q3 2022.

Based on Teamwork Financial Advisors's 13F filing for Q3 2022, filed 12 Oct 2022.