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Cassady Schiller Wealth Management’s Twilio TWLO Stock Holding History

Cassady Schiller Wealth 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
Q4 		$1.08K Buy
+10
New +$914 ﹤0.01% 772

Other funds holding TWLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cassady Schiller Wealth Management's TWLO Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Twilio (TWLO) in Q4 2024: 10 shares worth $1.08K. The stake represents ﹤0.01% of the portfolio and ranks #772 among its holdings.

747 funds tracked by Wall St. Rank hold TWLO as of Q4 2024.

  • Cassady Schiller Wealth Management held 10 shares of Twilio worth $1.08K as of Q4 2024.
  • Twilio was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Twilio made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #772 holding.
  • 747 funds tracked by Wall St. Rank held Twilio as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.