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Aspetuck Financial Management’s Twilio TWLO Stock Holding History

Aspetuck Financial 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
2025
Q1 		– Sell
-250
Closed -$27K – 177
2024
Q4 		$27K Buy
+250
New +$22.8K 0.02% 125

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SHCM
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JCAM
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Arrowstreet Capital
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aspetuck Financial Management's TWLO Position: Q1 2025 in Review

Aspetuck Financial Management sold out of Twilio (TWLO) in Q1 2025, closing a stake of 250 shares — an estimated $27K sold.

Aspetuck Financial Management first reported a position in TWLO in Q4 2024 and held it in 1 quarter. The position peaked at $27K in Q4 2024. 776 funds tracked by Wall St. Rank hold TWLO as of Q1 2025.

  • Aspetuck Financial Management reported no remaining Twilio position as of Q1 2025 after selling out during the quarter.
  • Aspetuck Financial Management sold 250 Twilio shares in Q1 2025, an estimated $27K.
  • Aspetuck Financial Management first reported a position in Twilio in Q4 2024 and held it in 1 quarter.
  • Aspetuck Financial Management's Twilio position peaked at $27K in Q4 2024.
  • 776 funds tracked by Wall St. Rank held Twilio as of Q1 2025.

Based on Aspetuck Financial Management's 13F filing for Q1 2025, filed 23 Apr 2025.