TC
TWLO icon

Telemus Capital’s Twilio TWLO Stock Holding History

Telemus Capital’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
Q2 		– Sell
-3,008
Closed -$200K – 337
2023
Q1 		$200K Buy
+3,008
New +$186K 0.02% 313
2020
Q4 		– Sell
-5,200
Closed -$1.7M – 440
2020
Q3 		$1.7M Hold
5,200
– – 0.12% 141
2020
Q2 		$1.25M Buy
+5,200
New +$835K 0.1% 158

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
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
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Telemus Capital's TWLO Position: Q2 2023 in Review

Telemus Capital sold out of Twilio (TWLO) in Q2 2023, closing a stake of 3,008 shares — an estimated $200K sold.

Telemus Capital first reported a position in TWLO in Q2 2020 and held it in 3 quarters. The position peaked at $1.7M in Q3 2020. 619 funds tracked by Wall St. Rank hold TWLO as of Q2 2023.

  • Telemus Capital reported no remaining Twilio position as of Q2 2023 after selling out during the quarter.
  • Telemus Capital sold 3,008 Twilio shares in Q2 2023, an estimated $200K.
  • Telemus Capital first reported a position in Twilio in Q2 2020 and held it in 3 quarters.
  • Telemus Capital's Twilio position peaked at $1.7M in Q3 2020.
  • 619 funds tracked by Wall St. Rank held Twilio as of Q2 2023.

Based on Telemus Capital's 13F filing for Q2 2023, filed 10 Jul 2023.