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WMS Partners’s Twilio TWLO Stock Holding History

WMS Partners’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
Q4 		– Sell
-1,827
Closed -$583K – 267
2021
Q3 		$583K Buy
1,827
+862
+89% +$314K 0.09% 130
2021
Q2 		$380K Buy
965
+4
+0.4% +$1.39K 0.06% 168
2021
Q1 		$327K Buy
961
+76
+9% +$28.5K 0.07% 165
2020
Q4 		$300K Buy
885
+25
+3% +$7.81K 0.05% 187
2020
Q3 		$212K Buy
+860
New +$212K 0.04% 211

Other funds holding TWLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

WMS Partners's TWLO Position: Q4 2021 in Review

WMS Partners sold out of Twilio (TWLO) in Q4 2021, closing a stake of 1,827 shares — an estimated $583K sold.

WMS Partners first reported a position in TWLO in Q3 2020 and held it in 5 quarters. The position peaked at $583K in Q3 2021. 949 funds tracked by Wall St. Rank hold TWLO as of Q4 2021.

  • WMS Partners reported no remaining Twilio position as of Q4 2021 after selling out during the quarter.
  • WMS Partners sold 1,827 Twilio shares in Q4 2021, an estimated $583K.
  • WMS Partners first reported a position in Twilio in Q3 2020 and held it in 5 quarters.
  • WMS Partners's Twilio position peaked at $583K in Q3 2021.
  • 949 funds tracked by Wall St. Rank held Twilio as of Q4 2021.

Based on WMS Partners's 13F filing for Q4 2021, filed 14 Feb 2022.