WoodTrust Financial’s Twilio TWLO Stock Holding History

WoodTrust Financial’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	-8,900	Closed	-$593K	–	158
2023 Q1	$593K	Sell	8,900 -600	-6%	-$37K	0.12%	91
2022 Q4	$465K	Buy	9,500 +2,950	+45%	+$168K	0.1%	106
2022 Q3	$453K	Buy	+6,550	New	+$523K	0.1%	99
2022 Q2	–	Sell	-3,000	Closed	-$494K	–	159
2022 Q1	$494K	Buy	+3,000	New	+$547K	0.1%	100

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

WoodTrust Financial's TWLO Position: Q2 2023 in Review

WoodTrust Financial sold out of Twilio (TWLO) in Q2 2023, closing a stake of 8,900 shares — an estimated $593K sold.

WoodTrust Financial first reported a position in TWLO in Q1 2022 and held it in 4 quarters. The position peaked at $593K in Q1 2023. 619 funds tracked by Wall St. Rank hold TWLO as of Q2 2023.

WoodTrust Financial reported no remaining Twilio position as of Q2 2023 after selling out during the quarter.
WoodTrust Financial sold 8,900 Twilio shares in Q2 2023, an estimated $593K.
WoodTrust Financial first reported a position in Twilio in Q1 2022 and held it in 4 quarters.
WoodTrust Financial's Twilio position peaked at $593K in Q1 2023.
619 funds tracked by Wall St. Rank held Twilio as of Q2 2023.

Based on WoodTrust Financial's 13F filing for Q2 2023, filed 28 Jul 2023.