Capital & Planning LLC’s Twilio TWLO Stock Holding History

Capital & Planning LLC’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	-10	Closed	-$1.08K	–	169
2024 Q4	$1.08K	Buy	+10	New	+$914	﹤0.01%	174

Other funds holding TWLO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital & Planning LLC's TWLO Position: Q1 2025 in Review

Capital & Planning LLC sold out of Twilio (TWLO) in Q1 2025, closing a stake of 10 shares — an estimated $1.08K sold.

Capital & Planning LLC first reported a position in TWLO in Q4 2024 and held it in 1 quarter. The position peaked at $1.08K in Q4 2024. 776 funds tracked by Wall St. Rank hold TWLO as of Q1 2025.

Capital & Planning LLC reported no remaining Twilio position as of Q1 2025 after selling out during the quarter.
Capital & Planning LLC sold 10 Twilio shares in Q1 2025, an estimated $1.08K.
Capital & Planning LLC first reported a position in Twilio in Q4 2024 and held it in 1 quarter.
Capital & Planning LLC's Twilio position peaked at $1.08K in Q4 2024.
776 funds tracked by Wall St. Rank held Twilio as of Q1 2025.

Based on Capital & Planning LLC's 13F filing for Q1 2025, filed 16 May 2025.