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Carolinas Wealth Consulting’s Twilio TWLO Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-69
Closed -$6.76K – 870
2025
Q1 		$6.76K Hold
69
– – ﹤0.01% 566
2024
Q4 		$7.46K Sell
69
-113
-62% -$10.3K ﹤0.01% 580
2024
Q3 		$11.9K Buy
+182
New +$10.9K ﹤0.01% 539
2021
Q1 		– Sell
-163
Closed -$55K – 999
2020
Q4 		$55K Buy
+163
New +$50.9K 0.01% 327
2020
Q3 		– Sell
-200
Closed -$44K – 1004
2020
Q2 		$44K Buy
+200
New +$32.1K 0.02% 215

Other funds holding TWLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carolinas Wealth Consulting's TWLO Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Twilio (TWLO) in Q2 2025, closing a stake of 69 shares — an estimated $6.76K sold.

Carolinas Wealth Consulting first reported a position in TWLO in Q2 2020 and held it in 5 quarters. The position peaked at $55K in Q4 2020. 823 funds tracked by Wall St. Rank hold TWLO as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Twilio position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 69 Twilio shares in Q2 2025, an estimated $6.76K.
  • Carolinas Wealth Consulting first reported a position in Twilio in Q2 2020 and held it in 5 quarters.
  • Carolinas Wealth Consulting's Twilio position peaked at $55K in Q4 2020.
  • 823 funds tracked by Wall St. Rank held Twilio as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.