AR
TWLO icon

Advisory Research’s Twilio TWLO Stock Holding History

Advisory Research’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
2024
Q1 		– Sell
-6,771
Closed -$514K – 310
2023
Q4 		$514K Buy
+6,771
New +$422K 0.08% 235
2023
Q3 		– Sell
-10,970
Closed -$698K – 492
2023
Q2 		$698K Buy
+10,970
New +$647K 0.09% 249

Other funds holding TWLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

Advisory Research's TWLO Position: Q1 2024 in Review

Advisory Research sold out of Twilio (TWLO) in Q1 2024, closing a stake of 6,771 shares — an estimated $514K sold.

Advisory Research first reported a position in TWLO in Q2 2023 and held it in 2 quarters. The position peaked at $698K in Q2 2023. 626 funds tracked by Wall St. Rank hold TWLO as of Q1 2024.

  • Advisory Research reported no remaining Twilio position as of Q1 2024 after selling out during the quarter.
  • Advisory Research sold 6,771 Twilio shares in Q1 2024, an estimated $514K.
  • Advisory Research first reported a position in Twilio in Q2 2023 and held it in 2 quarters.
  • Advisory Research's Twilio position peaked at $698K in Q2 2023.
  • 626 funds tracked by Wall St. Rank held Twilio as of Q1 2024.

Based on Advisory Research's 13F filing for Q1 2024, filed 14 May 2024.