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Annapolis Financial Services’s Twilio TWLO Stock Holding History

Annapolis Financial Services’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
-10
Closed -$759 – 461
2023
Q4 		$759 Hold
10
– – ﹤0.01% 449
2023
Q3 		$586 Hold
10
– – ﹤0.01% 468
2023
Q2 		$637 Hold
10
– – ﹤0.01% 470
2023
Q1 		$667 Hold
10
– – ﹤0.01% 430
2022
Q4 		$490 Sell
10
-30
-75% -$1.71K ﹤0.01% 414
2022
Q3 		$3K Buy
40
+30
+300% +$2.4K ﹤0.01% 445
2022
Q2 		$1K Hold
10
– – ﹤0.01% 425
2022
Q1 		$2K Hold
10
– – ﹤0.01% 422
2021
Q4 		$3K Hold
10
– – ﹤0.01% 395
2021
Q3 		$3K Hold
10
– – ﹤0.01% 385
2021
Q2 		$4K Hold
10
– – ﹤0.01% 346
2021
Q1 		$3K Hold
10
– – ﹤0.01% 348
2020
Q4 		$3K Buy
+10
New +$3.13K ﹤0.01% 352

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

Annapolis Financial Services's TWLO Position: Q1 2024 in Review

Annapolis Financial Services sold out of Twilio (TWLO) in Q1 2024, closing a stake of 10 shares — an estimated $759 sold.

Annapolis Financial Services first reported a position in TWLO in Q4 2020 and held it in 13 quarters. The position peaked at $4K in Q2 2021. 626 funds tracked by Wall St. Rank hold TWLO as of Q1 2024.

  • Annapolis Financial Services reported no remaining Twilio position as of Q1 2024 after selling out during the quarter.
  • Annapolis Financial Services sold 10 Twilio shares in Q1 2024, an estimated $759.
  • Annapolis Financial Services first reported a position in Twilio in Q4 2020 and held it in 13 quarters.
  • Annapolis Financial Services's Twilio position peaked at $4K in Q2 2021.
  • 626 funds tracked by Wall St. Rank held Twilio as of Q1 2024.

Based on Annapolis Financial Services's 13F filing for Q1 2024, filed 17 Apr 2024.