BWM
TWLO icon

Baystate Wealth Management’s Twilio TWLO Stock Holding History

Baystate Wealth Management’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
2023
Q4 		$1.52K Buy
20
+1
+5% +$62 ﹤0.01% 1109
2023
Q3 		$1.11K Hold
19
– – ﹤0.01% 879
2023
Q2 		$1.21K Hold
19
– – ﹤0.01% 914
2023
Q1 		$1.27K Hold
19
– – ﹤0.01% 906
2022
Q4 		$1K Hold
19
– – ﹤0.01% 917
2022
Q3 		$1K Hold
19
– – ﹤0.01% 861
2022
Q2 		$2K Hold
19
– – ﹤0.01% 789
2022
Q1 		$3K Hold
19
– – ﹤0.01% 727
2021
Q4 		$5K Hold
19
– – ﹤0.01% 659
2021
Q3 		$6K Hold
19
– – ﹤0.01% 585
2021
Q2 		$7K Hold
19
– – ﹤0.01% 544
2021
Q1 		$6K Hold
19
– – ﹤0.01% 510
2020
Q4 		$6K Hold
19
– – ﹤0.01% 484
2020
Q3 		$5K Buy
+19
New +$4.68K ﹤0.01% 465

Other funds holding TWLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return