Wealth Effects’s Twilio TWLO Stock Holding History

Wealth Effects’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	-6,985	Closed	-$465K	–	211
2023 Q1	$465K	Hold	6,985	–	–	0.24%	97
2022 Q4	$342K	Sell	6,985 -5,130	-42%	-$292K	0.2%	120
2022 Q3	$838K	Buy	12,115 +70	+0.6%	+$5.59K	0.51%	45
2022 Q2	$1.01M	Buy	12,045 +10	+0.1%	+$1.12K	0.61%	46
2022 Q1	$1.98M	Buy	12,035 +1,255	+12%	+$229K	0.93%	22
2021 Q4	$2.84M	Buy	+10,780	New	+$3.22M	1.18%	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

Wealth Effects's TWLO Position: Q2 2023 in Review

Wealth Effects sold out of Twilio (TWLO) in Q2 2023, closing a stake of 6,985 shares — an estimated $465K sold.

Wealth Effects first reported a position in TWLO in Q4 2021 and held it in 6 quarters. The position peaked at $2.84M in Q4 2021. 619 funds tracked by Wall St. Rank hold TWLO as of Q2 2023.

Wealth Effects reported no remaining Twilio position as of Q2 2023 after selling out during the quarter.
Wealth Effects sold 6,985 Twilio shares in Q2 2023, an estimated $465K.
Wealth Effects first reported a position in Twilio in Q4 2021 and held it in 6 quarters.
Wealth Effects's Twilio position peaked at $2.84M in Q4 2021.
619 funds tracked by Wall St. Rank held Twilio as of Q2 2023.

Based on Wealth Effects's 13F filing for Q2 2023, filed 18 Jul 2023.