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Bleakley Financial Group’s Twilio TWLO Stock Holding History

Bleakley Financial Group’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
2025
Q1 		– Sell
-2,130
Closed -$230K – 966
2024
Q4 		$230K Buy
+2,130
New +$195K 0.01% 904
2023
Q2 		– Sell
-3,425
Closed -$228K – 983
2023
Q1 		$228K Buy
+3,425
New +$211K 0.01% 780

Other funds holding TWLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bleakley Financial Group's TWLO Position: Q1 2025 in Review

Bleakley Financial Group sold out of Twilio (TWLO) in Q1 2025, closing a stake of 2,130 shares — an estimated $230K sold.

Bleakley Financial Group first reported a position in TWLO in Q1 2023 and held it in 2 quarters. The position peaked at $230K in Q4 2024. 776 funds tracked by Wall St. Rank hold TWLO as of Q1 2025.

  • Bleakley Financial Group reported no remaining Twilio position as of Q1 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 2,130 Twilio shares in Q1 2025, an estimated $230K.
  • Bleakley Financial Group first reported a position in Twilio in Q1 2023 and held it in 2 quarters.
  • Bleakley Financial Group's Twilio position peaked at $230K in Q4 2024.
  • 776 funds tracked by Wall St. Rank held Twilio as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.