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Bourgeon Capital Management’s Twilio TWLO Stock Holding History

Bourgeon Capital 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
-200
Closed -$15.2K – 358
2023
Q4 		$15.2K Hold
200
– – ﹤0.01% 222
2023
Q3 		$11.7K Hold
200
– – ﹤0.01% 231
2023
Q2 		$12.7K Sell
200
-400
-67% -$23.6K ﹤0.01% 240
2023
Q1 		$40K Sell
600
-11,200
-95% -$691K 0.01% 151
2022
Q4 		$578K Buy
11,800
+10,250
+661% +$583K 0.14% 67
2022
Q3 		$107K Buy
+1,550
New +$124K 0.03% 111

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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
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

Bourgeon Capital Management's TWLO Position: Q1 2024 in Review

Bourgeon Capital Management sold out of Twilio (TWLO) in Q1 2024, closing a stake of 200 shares — an estimated $15.2K sold.

Bourgeon Capital Management first reported a position in TWLO in Q3 2022 and held it in 6 quarters. The position peaked at $578K in Q4 2022. 626 funds tracked by Wall St. Rank hold TWLO as of Q1 2024.

  • Bourgeon Capital Management reported no remaining Twilio position as of Q1 2024 after selling out during the quarter.
  • Bourgeon Capital Management sold 200 Twilio shares in Q1 2024, an estimated $15.2K.
  • Bourgeon Capital Management first reported a position in Twilio in Q3 2022 and held it in 6 quarters.
  • Bourgeon Capital Management's Twilio position peaked at $578K in Q4 2022.
  • 626 funds tracked by Wall St. Rank held Twilio as of Q1 2024.

Based on Bourgeon Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.