Veritable’s Twilio TWLO Stock Holding History

Veritable’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 Q3	–	Sell	-3,437	Closed	-$219K	–	742
2023 Q2	$219K	Buy	3,437 +172	+5%	+$10.2K	﹤0.01%	814
2023 Q1	$218K	Buy	+3,265	New	+$201K	﹤0.01%	810

Other funds holding TWLO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Veritable's TWLO Position: Q3 2023 in Review

Veritable sold out of Twilio (TWLO) in Q3 2023, closing a stake of 3,437 shares — an estimated $219K sold.

Veritable first reported a position in TWLO in Q1 2023 and held it in 2 quarters. The position peaked at $219K in Q2 2023. 605 funds tracked by Wall St. Rank hold TWLO as of Q3 2023.

Veritable reported no remaining Twilio position as of Q3 2023 after selling out during the quarter.
Veritable sold 3,437 Twilio shares in Q3 2023, an estimated $219K.
Veritable first reported a position in Twilio in Q1 2023 and held it in 2 quarters.
Veritable's Twilio position peaked at $219K in Q2 2023.
605 funds tracked by Wall St. Rank held Twilio as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.