U.S. Capital Wealth Advisors’s Twilio TWLO Stock Holding History

U.S. Capital 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
2023 Q1	–	Sell	-303	Closed	-$14.8K	–	1465
2022 Q4	$14.8K	Buy	+303	New	+$17.2K	﹤0.01%	1179

Other funds holding TWLO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

U.S. Capital Wealth Advisors's TWLO Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Twilio (TWLO) in Q1 2023, closing a stake of 303 shares — an estimated $14.8K sold.

U.S. Capital Wealth Advisors first reported a position in TWLO in Q4 2022 and held it in 1 quarter. The position peaked at $14.8K in Q4 2022. 656 funds tracked by Wall St. Rank hold TWLO as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining Twilio position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 303 Twilio shares in Q1 2023, an estimated $14.8K.
U.S. Capital Wealth Advisors first reported a position in Twilio in Q4 2022 and held it in 1 quarter.
U.S. Capital Wealth Advisors's Twilio position peaked at $14.8K in Q4 2022.
656 funds tracked by Wall St. Rank held Twilio as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.