CWA
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Carolina Wealth Advisors’s Twilio TWLO Stock Holding History

Carolina Wealth Advisors’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
Q3 		– Sell
-178
Closed -$22.1K – 293
2025
Q2 		$22.1K Sell
178
-3,468
-95% -$369K 0.01% 116
2025
Q1 		$357K Sell
3,646
-5,381
-60% -$638K 0.19% 50
2024
Q4 		$976K Buy
9,027
+208
+2% +$19K 0.53% 24
2024
Q3 		$575K Sell
8,819
-807
-8% -$48.3K 0.29% 47
2024
Q2 		$547K Buy
9,626
+1,001
+12% +$59.1K 0.27% 49
2024
Q1 		$527K Buy
8,625
+28
+0.3% +$1.84K 0.29% 49
2023
Q4 		$652K Sell
8,597
-147
-2% -$9.16K 0.34% 38
2023
Q3 		$512K Buy
8,744
+549
+7% +$34.2K 0.29% 58
2023
Q2 		$521K Buy
8,195
+545
+7% +$32.2K 0.31% 41
2023
Q1 		$510K Buy
+7,650
New +$472K 0.3% 45

Other funds holding TWLO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return