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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Baystate Wealth Management's TWLO Position: Q4 2023 in Review

Baystate Wealth Management increased its Twilio (TWLO) stake by 5.3% in Q4 2023, buying an estimated $62 and bringing the position to 20 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #1109.

Baystate Wealth Management first reported a position in TWLO in Q3 2020 and has held it in 14 quarters since. The position peaked at $7K in Q2 2021. 659 funds tracked by Wall St. Rank hold TWLO as of Q4 2023.

Baystate Wealth Management held 20 shares of Twilio worth $1.52K as of Q4 2023.
Baystate Wealth Management bought 1 Twilio share in Q4 2023, an estimated $62.
Twilio made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1109 holding.
Baystate Wealth Management first reported a position in Twilio in Q3 2020 and has held it in 14 quarters since.
Baystate Wealth Management's Twilio position peaked at $7K in Q2 2021.
659 funds tracked by Wall St. Rank held Twilio as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.