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BOK Financial Private Wealth’s Twilio TWLO Stock Holding History

BOK Financial Private Wealth’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
Q4 		– Sell
-50
Closed -$3.26K – 682
2024
Q3 		$3.26K Buy
+50
New +$2.99K ﹤0.01% 456
2023
Q2 		– Sell
-30
Closed -$2K – 456
2023
Q1 		$2K Buy
+30
New +$1.85K ﹤0.01% 426

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BOK Financial Private Wealth's TWLO Position: Q4 2024 in Review

BOK Financial Private Wealth sold out of Twilio (TWLO) in Q4 2024, closing a stake of 50 shares — an estimated $3.26K sold.

BOK Financial Private Wealth first reported a position in TWLO in Q1 2023 and held it in 2 quarters. The position peaked at $3.26K in Q3 2024. 748 funds tracked by Wall St. Rank hold TWLO as of Q4 2024.

  • BOK Financial Private Wealth reported no remaining Twilio position as of Q4 2024 after selling out during the quarter.
  • BOK Financial Private Wealth sold 50 Twilio shares in Q4 2024, an estimated $3.26K.
  • BOK Financial Private Wealth first reported a position in Twilio in Q1 2023 and held it in 2 quarters.
  • BOK Financial Private Wealth's Twilio position peaked at $3.26K in Q3 2024.
  • 748 funds tracked by Wall St. Rank held Twilio as of Q4 2024.

Based on BOK Financial Private Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.