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Valley Wealth Managers’s Twilio TWLO Stock Holding History

Valley Wealth Managers’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
Q4 		– Sell
-20
Closed -$1.14K – 454
2022
Q3 		$1K Hold
20
– – ﹤0.01% 417
2022
Q2 		$2K Buy
+20
New +$2.24K ﹤0.01% 394

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
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Valley Wealth Managers's TWLO Position: Q4 2022 in Review

Valley Wealth Managers sold out of Twilio (TWLO) in Q4 2022, closing a stake of 20 shares — an estimated $1.14K sold.

Valley Wealth Managers first reported a position in TWLO in Q2 2022 and held it in 2 quarters. The position peaked at $2K in Q2 2022. 611 funds tracked by Wall St. Rank hold TWLO as of Q4 2022.

  • Valley Wealth Managers reported no remaining Twilio position as of Q4 2022 after selling out during the quarter.
  • Valley Wealth Managers sold 20 Twilio shares in Q4 2022, an estimated $1.14K.
  • Valley Wealth Managers first reported a position in Twilio in Q2 2022 and held it in 2 quarters.
  • Valley Wealth Managers's Twilio position peaked at $2K in Q2 2022.
  • 611 funds tracked by Wall St. Rank held Twilio as of Q4 2022.

Based on Valley Wealth Managers's 13F filing for Q4 2022, filed 1 Feb 2023.