Winch Advisory Services’s Twilio TWLO Stock Holding History

Winch Advisory Services’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	-32	Closed	-$13K	–	513
2021 Q2	$13K	Buy	32 +15	+88%	+$5.21K	﹤0.01%	246
2021 Q1	$6K	Hold	17	–	–	﹤0.01%	296
2020 Q4	$6K	Sell	17 -13	-43%	-$4.06K	﹤0.01%	287
2020 Q3	$7K	Sell	30 -6	-17%	-$1.48K	﹤0.01%	244
2020 Q2	$8K	Buy	+36	New	+$5.78K	﹤0.01%	221

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AIM

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

Winch Advisory Services's TWLO Position: Q3 2021 in Review

Winch Advisory Services sold out of Twilio (TWLO) in Q3 2021, closing a stake of 32 shares — an estimated $13K sold.

Winch Advisory Services first reported a position in TWLO in Q2 2020 and held it in 5 quarters. The position peaked at $13K in Q2 2021. 916 funds tracked by Wall St. Rank hold TWLO as of Q3 2021.

Winch Advisory Services reported no remaining Twilio position as of Q3 2021 after selling out during the quarter.
Winch Advisory Services sold 32 Twilio shares in Q3 2021, an estimated $13K.
Winch Advisory Services first reported a position in Twilio in Q2 2020 and held it in 5 quarters.
Winch Advisory Services's Twilio position peaked at $13K in Q2 2021.
916 funds tracked by Wall St. Rank held Twilio as of Q3 2021.

Based on Winch Advisory Services's 13F filing for Q3 2021, filed 10 Nov 2021.