Wagner Wealth Management (South Carolina)’s Twilio TWLO Stock Holding History

Wagner Wealth Management (South Carolina)’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	-101	Closed	-$7K	–	662
2022 Q3	$7K	Sell	101 -155	-61%	-$12.4K	0.01%	480
2022 Q2	$21K	Buy	+256	New	+$28.6K	0.02%	320
2022 Q1	–	Sell	-256	Closed	-$67K	–	623
2021 Q4	$67K	Hold	256	–	–	0.05%	211
2021 Q3	$75K	Sell	256 -20	-7%	-$7.28K	0.06%	193
2021 Q2	$109K	Hold	276	–	–	0.08%	178
2021 Q1	$94K	Buy	+276	New	+$103K	0.07%	175

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

AIM

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

GIM

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s TWLO Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Twilio (TWLO) in Q4 2022, closing a stake of 101 shares — an estimated $7K sold.

Wagner Wealth Management (South Carolina) first reported a position in TWLO in Q1 2021 and held it in 6 quarters. The position peaked at $109K in Q2 2021. 612 funds tracked by Wall St. Rank hold TWLO as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining Twilio position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 101 Twilio shares in Q4 2022, an estimated $7K.
Wagner Wealth Management (South Carolina) first reported a position in Twilio in Q1 2021 and held it in 6 quarters.
Wagner Wealth Management (South Carolina)'s Twilio position peaked at $109K in Q2 2021.
612 funds tracked by Wall St. Rank held Twilio as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.