9WM
TWLO icon

9258 Wealth Management’s Twilio TWLO Stock Holding History

9258 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
2023
Q2 		– Sell
-3,007
Closed -$200K – 330
2023
Q1 		$200K Buy
+3,007
New +$185K 0.04% 306
2022
Q2 		– Sell
-1,801
Closed -$297K – 359
2022
Q1 		$297K Buy
1,801
+164
+10% +$29.9K 0.07% 283
2021
Q4 		$431K Buy
1,637
+201
+14% +$60.1K 0.1% 218
2021
Q3 		$458K Buy
1,436
+41
+3% +$14.9K 0.12% 185
2021
Q2 		$550K Buy
1,395
+142
+11% +$49.3K 0.15% 151
2021
Q1 		$427K Sell
1,253
-501
-29% -$188K 0.13% 177
2020
Q4 		$594K Buy
1,754
+577
+49% +$180K 0.19% 133
2020
Q3 		$328K Sell
1,177
-248
-17% -$61.1K 0.12% 189
2020
Q2 		$313K Sell
1,425
-723
-34% -$116K 0.13% 194
2020
Q1 		$235K Buy
+2,148
New +$236K 0.1% 225
2019
Q3 		– Sell
-1,900
Closed -$259K – 193
2019
Q2 		$259K Buy
+1,900
New +$253K 0.21% 140

Other funds holding TWLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return