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B. Riley Wealth Advisors’s Twilio TWLO Stock Holding History

B. Riley Wealth 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
Q2 		– Sell
-10,793
Closed -$632K – 1599
2024
Q1 		$632K Buy
10,793
+6,716
+165% +$442K 0.02% 687
2023
Q4 		$309K Sell
4,077
-6,716
-62% -$419K 0.01% 1038
2023
Q3 		$632K Sell
10,793
-2,161
-17% -$135K 0.02% 687
2023
Q2 		$824K Sell
12,954
-5,776
-31% -$341K 0.02% 633
2023
Q1 		$1.25M Buy
+18,730
New +$1.16M 0.03% 473
2022
Q4 		– Sell
-9,815
Closed -$679K – 1588
2022
Q3 		$679K Buy
+9,815
New +$784K 0.02% 644
2022
Q2 		– Sell
-2,752
Closed -$454K – 1387
2022
Q1 		$454K Sell
2,752
-749
-21% -$136K 0.01% 797
2021
Q4 		$922K Sell
3,501
-842
-19% -$252K 0.03% 556
2021
Q3 		$1.39M Buy
4,343
+630
+17% +$229K 0.04% 421
2021
Q2 		$1.46M Sell
3,713
-315
-8% -$109K 0.05% 410
2021
Q1 		$1.37M Sell
4,028
-29,957
-88% -$11.2M 0.05% 401
2020
Q4 		$11.2M Buy
33,985
+29,457
+651% +$9.2M 0.6% 33
2020
Q3 		$1.07M Sell
4,528
-4
-0.1% -$986 0.06% 296
2020
Q2 		$995K Buy
+4,532
New +$728K 0.07% 279
2020
Q1 		– Sell
-2,186
Closed -$216K – 897
2019
Q4 		$216K Sell
2,186
-448
-17% -$45.8K 0.02% 733
2019
Q3 		$291K Buy
2,634
+225
+9% +$29.2K 0.03% 601
2019
Q2 		$329K Buy
+2,409
New +$321K 0.04% 524
2019
Q1 		– Sell
-7,437
Closed -$665K – 776
2018
Q4 		$665K Buy
+7,437
New +$604K 0.09% 230

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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
KCM
Kodai Capital Management Chicago, Illinois $2.53B AUM 13.55% 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 $3.37T AUM 44.26% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

B. Riley Wealth Advisors's TWLO Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of Twilio (TWLO) in Q2 2024, closing a stake of 10,793 shares — an estimated $632K sold.

B. Riley Wealth Advisors first reported a position in TWLO in Q4 2018 and held it in 18 quarters. The position peaked at $11.2M in Q4 2020. 604 funds tracked by Wall St. Rank hold TWLO as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining Twilio position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 10,793 Twilio shares in Q2 2024, an estimated $632K.
  • B. Riley Wealth Advisors first reported a position in Twilio in Q4 2018 and held it in 18 quarters.
  • B. Riley Wealth Advisors's Twilio position peaked at $11.2M in Q4 2020.
  • 604 funds tracked by Wall St. Rank held Twilio as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.