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Triangle Securities Wealth Management’s Twilio TWLO Stock Holding History

Triangle Securities Wealth Management’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
-3,296
Closed -$276K – 177
2022
Q2 		$276K Sell
3,296
-272
-8% -$30.4K 0.11% 158
2022
Q1 		$588K Buy
3,568
+1,808
+103% +$329K 0.2% 126
2021
Q4 		$463K Buy
+1,760
New +$526K 0.14% 141

Other funds holding TWLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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 $154B AUM 29.96% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Triangle Securities Wealth Management's TWLO Position: Q3 2022 in Review

Triangle Securities Wealth Management sold out of Twilio (TWLO) in Q3 2022, closing a stake of 3,296 shares — an estimated $276K sold.

Triangle Securities Wealth Management first reported a position in TWLO in Q4 2021 and held it in 3 quarters. The position peaked at $588K in Q1 2022. 687 funds tracked by Wall St. Rank hold TWLO as of Q3 2022.

  • Triangle Securities Wealth Management reported no remaining Twilio position as of Q3 2022 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 3,296 Twilio shares in Q3 2022, an estimated $276K.
  • Triangle Securities Wealth Management first reported a position in Twilio in Q4 2021 and held it in 3 quarters.
  • Triangle Securities Wealth Management's Twilio position peaked at $588K in Q1 2022.
  • 687 funds tracked by Wall St. Rank held Twilio as of Q3 2022.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2022, filed 19 Oct 2022.