WT Wealth Management’s Twilio TWLO Stock Holding History

WT Wealth 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 Q4	–	Sell	-3,535	Closed	-$1.13M	–	130
2021 Q3	$1.13M	Buy	3,535 +496	+16%	+$181K	0.43%	72
2021 Q2	$1.2M	Buy	3,039 +409	+16%	+$142K	0.49%	68
2021 Q1	$896K	Sell	2,630 -239	-8%	-$89.5K	0.41%	71
2020 Q4	$971K	Buy	2,869 +893	+45%	+$279K	0.53%	64
2020 Q3	$488K	Buy	1,976 +429	+28%	+$106K	0.32%	72
2020 Q2	$339K	Buy	+1,547	New	+$248K	0.27%	65

Other funds holding TWLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

WT Wealth Management's TWLO Position: Q4 2021 in Review

WT Wealth Management sold out of Twilio (TWLO) in Q4 2021, closing a stake of 3,535 shares — an estimated $1.13M sold.

WT Wealth Management first reported a position in TWLO in Q2 2020 and held it in 6 quarters. The position peaked at $1.2M in Q2 2021. 949 funds tracked by Wall St. Rank hold TWLO as of Q4 2021.

WT Wealth Management reported no remaining Twilio position as of Q4 2021 after selling out during the quarter.
WT Wealth Management sold 3,535 Twilio shares in Q4 2021, an estimated $1.13M.
WT Wealth Management first reported a position in Twilio in Q2 2020 and held it in 6 quarters.
WT Wealth Management's Twilio position peaked at $1.2M in Q2 2021.
949 funds tracked by Wall St. Rank held Twilio as of Q4 2021.

Based on WT Wealth Management's 13F filing for Q4 2021, filed 19 Jan 2022.