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Baldwin Wealth Partners’s Twilio TWLO Stock Holding History

Baldwin Wealth Partners’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
-34
Closed -$2.22K – 955
2024
Q3 		$2.22K Buy
+34
New +$2.03K ﹤0.01% 938
2024
Q1 		– Sell
-41
Closed -$3.11K – 735
2023
Q4 		$3.11K Hold
41
– – ﹤0.01% 650
2023
Q3 		$2.4K Hold
41
– – ﹤0.01% 677
2023
Q2 		$2.61K Sell
41
-100
-71% -$5.9K ﹤0.01% 686
2023
Q1 		$9.39K Hold
141
– – ﹤0.01% 623
2022
Q4 		$6.9K Sell
141
-800
-85% -$45.5K ﹤0.01% 637
2022
Q3 		$65K Hold
941
– – 0.01% 293
2022
Q2 		$78K Sell
941
-13
-1% -$1.45K 0.01% 279
2022
Q1 		$157K Hold
954
– – 0.02% 231
2021
Q4 		$251K Buy
954
+100
+12% +$29.9K 0.03% 187
2021
Q3 		$272K Sell
854
-231
-21% -$84.1K 0.03% 175
2021
Q2 		$427K Hold
1,085
– – 0.05% 137
2021
Q1 		$370K Buy
1,085
+244
+29% +$91.4K 0.04% 132
2020
Q4 		$285K Buy
841
+41
+5% +$12.8K 0.04% 144
2020
Q3 		$198K Hold
800
– – 0.03% 156
2020
Q2 		$176K Buy
800
+100
+14% +$16.1K 0.03% 161
2020
Q1 		$63K Sell
700
-400
-36% -$43.9K 0.01% 252
2019
Q4 		$108K Buy
1,100
+700
+175% +$71.5K 0.02% 234
2019
Q3 		$44K Buy
+400
New +$51.9K 0.01% 327

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 $3.37T AUM 44.26% 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

Baldwin Wealth Partners's TWLO Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Twilio (TWLO) in Q4 2024, closing a stake of 34 shares — an estimated $2.22K sold.

Baldwin Wealth Partners first reported a position in TWLO in Q3 2019 and held it in 19 quarters. The position peaked at $427K in Q2 2021. 748 funds tracked by Wall St. Rank hold TWLO as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Twilio position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 34 Twilio shares in Q4 2024, an estimated $2.22K.
  • Baldwin Wealth Partners first reported a position in Twilio in Q3 2019 and held it in 19 quarters.
  • Baldwin Wealth Partners's Twilio position peaked at $427K in Q2 2021.
  • 748 funds tracked by Wall St. Rank held Twilio as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.