TPWA
TWLO icon

TRUE Private Wealth Advisors’s Twilio TWLO Stock Holding History

TRUE Private 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
2021
Q1 		– Sell
-15
Closed -$5K – 667
2020
Q4 		$5K Hold
15
– – ﹤0.01% 609
2020
Q3 		$3K Hold
15
– – ﹤0.01% 606
2020
Q2 		$3K Buy
+15
New +$2.41K ﹤0.01% 603
2020
Q1 		– Sell
-25
Closed -$2K – 836
2019
Q4 		$2K Buy
+25
New +$2.55K ﹤0.01% 753
2019
Q3 		– Sell
-16
Closed -$2K – 682
2019
Q2 		$2K Buy
+16
New +$2.13K ﹤0.01% 733

Other funds holding TWLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
SM
SCGE Management Menlo Park, California $5.9B AUM 8.54% 1-Year Est. Return

TRUE Private Wealth Advisors's TWLO Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Twilio (TWLO) in Q1 2021, closing a stake of 15 shares — an estimated $5K sold.

TRUE Private Wealth Advisors first reported a position in TWLO in Q2 2019 and held it in 5 quarters. The position peaked at $5K in Q4 2020. 932 funds tracked by Wall St. Rank hold TWLO as of Q1 2021.

  • TRUE Private Wealth Advisors reported no remaining Twilio position as of Q1 2021 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 15 Twilio shares in Q1 2021, an estimated $5K.
  • TRUE Private Wealth Advisors first reported a position in Twilio in Q2 2019 and held it in 5 quarters.
  • TRUE Private Wealth Advisors's Twilio position peaked at $5K in Q4 2020.
  • 932 funds tracked by Wall St. Rank held Twilio as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.