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Annis Gardner Whiting Capital Advisors’s Twilio TWLO Stock Holding History

Annis Gardner Whiting Capital Advisors’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
Q4 		– Sell
-126
Closed -$8.22K – 809
2024
Q3 		$8.22K Hold
126
– – ﹤0.01% 572
2024
Q2 		$7.16K Buy
126
+21
+20% +$1.24K ﹤0.01% 723
2024
Q1 		$6.42K Buy
105
+19
+22% +$1.25K ﹤0.01% 731
2023
Q4 		$6.53K Buy
86
+21
+32% +$1.31K ﹤0.01% 518
2023
Q3 		$3.81K Buy
+65
New +$4.05K ﹤0.01% 556

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's TWLO Position: Q4 2024 in Review

Annis Gardner Whiting Capital Advisors sold out of Twilio (TWLO) in Q4 2024, closing a stake of 126 shares — an estimated $8.22K sold.

Annis Gardner Whiting Capital Advisors first reported a position in TWLO in Q3 2023 and held it in 5 quarters. The position peaked at $8.22K in Q3 2024. 748 funds tracked by Wall St. Rank hold TWLO as of Q4 2024.

  • Annis Gardner Whiting Capital Advisors reported no remaining Twilio position as of Q4 2024 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 126 Twilio shares in Q4 2024, an estimated $8.22K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Twilio in Q3 2023 and held it in 5 quarters.
  • Annis Gardner Whiting Capital Advisors's Twilio position peaked at $8.22K in Q3 2024.
  • 748 funds tracked by Wall St. Rank held Twilio as of Q4 2024.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.