Thompson Siegel & Walmsley’s Twilio TWLO Stock Holding History

Thompson Siegel & Walmsley’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 Q1	–	Sell	-1,700	Closed	-$448K	–	676
2021 Q4	$448K	Sell	1,700 -500	-23%	-$150K	0.01%	316
2021 Q3	$702K	Buy	2,200 +1,000	+83%	+$364K	0.01%	290
2021 Q2	$473K	Sell	1,200 -2,500	-68%	-$868K	0.01%	315
2021 Q1	$1.26M	Buy	3,700 +1,000	+37%	+$375K	0.02%	234
2020 Q4	$914K	Buy	+2,700	New	+$844K	0.01%	244
2019 Q4	–	Sell	-2,000	Closed	-$220K	–	870
2019 Q3	$220K	Buy	+2,000	New	+$259K	﹤0.01%	378

Other funds holding TWLO

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Thompson Siegel & Walmsley's TWLO Position: Q1 2022 in Review

Thompson Siegel & Walmsley sold out of Twilio (TWLO) in Q1 2022, closing a stake of 1,700 shares — an estimated $448K sold.

Thompson Siegel & Walmsley first reported a position in TWLO in Q3 2019 and held it in 6 quarters. The position peaked at $1.26M in Q1 2021. 873 funds tracked by Wall St. Rank hold TWLO as of Q1 2022.

Thompson Siegel & Walmsley reported no remaining Twilio position as of Q1 2022 after selling out during the quarter.
Thompson Siegel & Walmsley sold 1,700 Twilio shares in Q1 2022, an estimated $448K.
Thompson Siegel & Walmsley first reported a position in Twilio in Q3 2019 and held it in 6 quarters.
Thompson Siegel & Walmsley's Twilio position peaked at $1.26M in Q1 2021.
873 funds tracked by Wall St. Rank held Twilio as of Q1 2022.

Based on Thompson Siegel & Walmsley's 13F filing for Q1 2022, filed 26 Apr 2022.