BKM Wealth Management’s Twilio TWLO Stock Holding History

BKM 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
2024 Q1	–	Sell	-75	Closed	-$5.69K	–	529
2023 Q4	$5.69K	Buy	+75	New	+$4.67K	﹤0.01%	505

Other funds holding TWLO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

BKM Wealth Management's TWLO Position: Q1 2024 in Review

BKM Wealth Management sold out of Twilio (TWLO) in Q1 2024, closing a stake of 75 shares — an estimated $5.69K sold.

BKM Wealth Management first reported a position in TWLO in Q4 2023 and held it in 1 quarter. The position peaked at $5.69K in Q4 2023. 626 funds tracked by Wall St. Rank hold TWLO as of Q1 2024.

BKM Wealth Management reported no remaining Twilio position as of Q1 2024 after selling out during the quarter.
BKM Wealth Management sold 75 Twilio shares in Q1 2024, an estimated $5.69K.
BKM Wealth Management first reported a position in Twilio in Q4 2023 and held it in 1 quarter.
BKM Wealth Management's Twilio position peaked at $5.69K in Q4 2023.
626 funds tracked by Wall St. Rank held Twilio as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.