Vetamer Capital Management’s Twilio TWLO Stock Holding History

Vetamer Capital Management’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 Q2	–	Sell	-11,988	Closed	-$799K	–	80
2023 Q1	$799K	Buy	11,988 +3,582	+43%	+$221K	1.1%	38
2022 Q4	$412K	Sell	8,406 -7,569	-47%	-$431K	0.56%	47
2022 Q3	$1.1M	Buy	15,975 +6,666	+72%	+$533K	1.22%	33
2022 Q2	$780K	Hold	9,309	–	–	0.65%	41
2022 Q1	$1.53M	Sell	9,309 -12,510	-57%	-$2.28M	0.99%	36
2021 Q4	$5.75M	Buy	+21,819	New	+$6.53M	2.76%	16

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

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

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

NAMA

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

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

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

Vetamer Capital Management's TWLO Position: Q2 2023 in Review

Vetamer Capital Management sold out of Twilio (TWLO) in Q2 2023, closing a stake of 11,988 shares — an estimated $799K sold.

Vetamer Capital Management first reported a position in TWLO in Q4 2021 and held it in 6 quarters. The position peaked at $5.75M in Q4 2021. 619 funds tracked by Wall St. Rank hold TWLO as of Q2 2023.

Vetamer Capital Management reported no remaining Twilio position as of Q2 2023 after selling out during the quarter.
Vetamer Capital Management sold 11,988 Twilio shares in Q2 2023, an estimated $799K.
Vetamer Capital Management first reported a position in Twilio in Q4 2021 and held it in 6 quarters.
Vetamer Capital Management's Twilio position peaked at $5.75M in Q4 2021.
619 funds tracked by Wall St. Rank held Twilio as of Q2 2023.

Based on Vetamer Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.