BWP
TWLO icon

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 $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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return