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Avantax Advisory Services’s Twilio TWLO Stock Holding History

Avantax Advisory 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
2025
Q2 		$849K Sell
6,828
-1,357
-17% -$144K ﹤0.01% 1265
2025
Q1 		$801K Sell
8,185
-6,244
-43% -$740K ﹤0.01% 1204
2024
Q4 		$1.56M Buy
14,429
+5,302
+58% +$485K 0.01% 841
2024
Q3 		$595K Sell
9,127
-3,972
-30% -$238K ﹤0.01% 1301
2024
Q2 		$744K Sell
13,099
-451
-3% -$26.6K 0.01% 1135
2024
Q1 		$829K Buy
13,550
+5,063
+60% +$333K 0.01% 826
2023
Q4 		$644K Buy
8,487
+2,064
+32% +$129K 0.01% 882
2023
Q3 		$376K Sell
6,423
-255
-4% -$15.9K ﹤0.01% 1068
2023
Q2 		$425K Sell
6,678
-3,316
-33% -$196K ﹤0.01% 1013
2023
Q1 		$666K Buy
9,994
+5,367
+116% +$331K 0.01% 807
2022
Q4 		$227K Sell
4,627
-249
-5% -$14.2K ﹤0.01% 1249
2022
Q3 		$337K Buy
4,876
+591
+14% +$47.2K 0.01% 947
2022
Q2 		$359K Buy
4,285
+947
+28% +$106K 0.01% 929
2022
Q1 		$547K Buy
3,338
+698
+26% +$127K 0.01% 754
2021
Q4 		$695K Sell
2,640
-235
-8% -$70.3K 0.01% 642
2021
Q3 		$917K Buy
2,875
+192
+7% +$69.9K 0.02% 517
2021
Q2 		$1.06M Buy
2,683
+82
+3% +$28.5K 0.02% 461
2021
Q1 		$882K Buy
2,601
+1,821
+233% +$682K 0.02% 458
2020
Q4 		$264K Sell
780
-1,420
-65% -$444K 0.01% 783
2020
Q3 		$543K Buy
2,200
+557
+34% +$137K 0.01% 759
2020
Q2 		$358K Buy
+1,643
New +$264K 0.01% 579

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 $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $570B 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

Avantax Advisory Services's TWLO Position: Q2 2025 in Review

Avantax Advisory Services reduced its Twilio (TWLO) stake by 17% in Q2 2025, selling an estimated $144K and leaving 6,828 shares worth $849K. The position accounts for ﹤0.01% of the portfolio, ranked #1265.

Avantax Advisory Services first reported a position in TWLO in Q2 2020 and has held it in 21 quarters since. The position peaked at $1.56M in Q4 2024. 823 funds tracked by Wall St. Rank hold TWLO as of Q2 2025.

  • Avantax Advisory Services held 6,828 shares of Twilio worth $849K as of Q2 2025.
  • Avantax Advisory Services sold 1,357 Twilio shares in Q2 2025, an estimated $144K.
  • Twilio made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1265 holding.
  • Avantax Advisory Services first reported a position in Twilio in Q2 2020 and has held it in 21 quarters since.
  • Avantax Advisory Services's Twilio position peaked at $1.56M in Q4 2024.
  • 823 funds tracked by Wall St. Rank held Twilio as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.