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Wellington Shields Capital Management’s Twilio TWLO Stock Holding History

Wellington Shields 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
2021
Q3 		– Sell
-570
Closed -$225K – 294
2021
Q2 		$225K Buy
+570
New +$198K 0.03% 272

Other funds holding TWLO

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Wellington Shields Capital Management's TWLO Position: Q3 2021 in Review

Wellington Shields Capital Management sold out of Twilio (TWLO) in Q3 2021, closing a stake of 570 shares — an estimated $225K sold.

Wellington Shields Capital Management first reported a position in TWLO in Q2 2021 and held it in 1 quarter. The position peaked at $225K in Q2 2021. 915 funds tracked by Wall St. Rank hold TWLO as of Q3 2021.

  • Wellington Shields Capital Management reported no remaining Twilio position as of Q3 2021 after selling out during the quarter.
  • Wellington Shields Capital Management sold 570 Twilio shares in Q3 2021, an estimated $225K.
  • Wellington Shields Capital Management first reported a position in Twilio in Q2 2021 and held it in 1 quarter.
  • Wellington Shields Capital Management's Twilio position peaked at $225K in Q2 2021.
  • 915 funds tracked by Wall St. Rank held Twilio as of Q3 2021.

Based on Wellington Shields Capital Management's 13F filing for Q3 2021, filed 10 Nov 2021.