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BBJS Financial Advisors’s Twilio TWLO Stock Holding History

BBJS Financial 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
-5
Closed -$306 – 186
2024
Q1 		$306 Hold
5
– – ﹤0.01% 132
2023
Q4 		$380 Sell
5
-231
-98% -$14.4K ﹤0.01% 123
2023
Q3 		$13.8K Sell
236
-9,328
-98% -$581K 0.01% 92
2023
Q2 		$608K Sell
9,564
-15
-0.2% -$885 0.24% 41
2023
Q1 		$638K Sell
9,579
-10
-0.1% -$617 0.26% 40
2022
Q4 		$469K Buy
+9,589
New +$546K 0.21% 44

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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 $96.1B AUM 40.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

BBJS Financial Advisors's TWLO Position: Q2 2024 in Review

BBJS Financial Advisors sold out of Twilio (TWLO) in Q2 2024, closing a stake of 5 shares — an estimated $306 sold.

BBJS Financial Advisors first reported a position in TWLO in Q4 2022 and held it in 6 quarters. The position peaked at $638K in Q1 2023. 603 funds tracked by Wall St. Rank hold TWLO as of Q2 2024.

  • BBJS Financial Advisors reported no remaining Twilio position as of Q2 2024 after selling out during the quarter.
  • BBJS Financial Advisors sold 5 Twilio shares in Q2 2024, an estimated $306.
  • BBJS Financial Advisors first reported a position in Twilio in Q4 2022 and held it in 6 quarters.
  • BBJS Financial Advisors's Twilio position peaked at $638K in Q1 2023.
  • 603 funds tracked by Wall St. Rank held Twilio as of Q2 2024.

Based on BBJS Financial Advisors's 13F filing for Q2 2024, filed 16 Jul 2024.