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Atria Wealth Solutions’s Twilio TWLO Stock Holding History

Atria Wealth Solutions’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
Q2 		$721K Buy
+5,851
New +$622K 0.02% 768
2025
Q1 		– Sell
-2,059
Closed -$223K – 2080
2024
Q4 		$223K Buy
+2,059
New +$188K ﹤0.01% 1758
2024
Q3 		– Sell
-4,009
Closed -$228K – 2054
2024
Q2 		$228K Sell
4,009
-1,977
-33% -$117K ﹤0.01% 1678
2024
Q1 		$366K Sell
5,986
-1,257
-17% -$82.8K ﹤0.01% 1416
2023
Q4 		$550K Buy
7,243
+2,128
+42% +$133K 0.01% 1161
2023
Q3 		$299K Sell
5,115
-3,127
-38% -$195K ﹤0.01% 1420
2023
Q2 		$524K Buy
8,242
+1,495
+22% +$88.2K 0.01% 1135
2023
Q1 		$450K Buy
+6,747
New +$416K 0.01% 1192
2022
Q4 		– Sell
-9,163
Closed -$634K – 1885
2022
Q3 		$634K Sell
9,163
-618
-6% -$49.4K 0.01% 904
2022
Q2 		$820K Buy
9,781
+1,845
+23% +$206K 0.02% 780
2022
Q1 		$1.31M Buy
+7,936
New +$1.45M 0.02% 622

Other funds holding TWLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return