Values First Advisors’s Twilio TWLO Stock Holding History

Values First 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	–	Hold	0	–	–	–	360
2021 Q4	–	Sell	-3,246	Closed	-$1.04M	–	175
2021 Q3	$1.04M	Buy	3,246 +463	+17%	+$169K	0.67%	51
2021 Q2	$1.1M	Buy	2,783 +337	+14%	+$117K	0.74%	48
2021 Q1	$834K	Sell	2,446 -9	-0.4%	-$3.37K	0.62%	58
2020 Q4	$831K	Sell	2,455 -393	-14%	-$123K	0.66%	53
2020 Q3	$704K	Sell	2,848 -2,768	-49%	-$682K	0.65%	55
2020 Q2	$1.23M	Sell	5,616 -53	-0.9%	-$8.51K	1.22%	27
2020 Q1	$507K	Buy	5,669 +765	+16%	+$84K	0.61%	55
2019 Q4	$482K	Buy	+4,904	New	+$501K	0.47%	72

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

Values First Advisors's TWLO Position: Q1 2023 in Review

Values First Advisors held its Twilio (TWLO) position steady in Q1 2023 at 0 shares worth $28. The position accounts for ﹤0.01% of the portfolio, ranked #360.

Values First Advisors first reported a position in TWLO in Q4 2019 and has held it in 8 quarters since. The position peaked at $1.23M in Q2 2020. 656 funds tracked by Wall St. Rank hold TWLO as of Q1 2023.

Values First Advisors held 0 shares of Twilio worth $28 as of Q1 2023.
Values First Advisors left its Twilio share count unchanged in Q1 2023.
Twilio made up ﹤0.01% of Values First Advisors's portfolio in Q1 2023, its #360 holding.
Values First Advisors first reported a position in Twilio in Q4 2019 and has held it in 8 quarters since.
Values First Advisors's Twilio position peaked at $1.23M in Q2 2020.
656 funds tracked by Wall St. Rank held Twilio as of Q1 2023.

Based on Values First Advisors's 13F filing for Q1 2023, filed 15 May 2023.