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Cetera Advisors’s Twilio TWLO Stock Holding History

Cetera 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
2024
Q1 		$855K Buy
13,990
+8,553
+157% +$563K 0.01% 1232
2023
Q4 		$413K Sell
5,437
-1,446
-21% -$90.1K 0.01% 1241
2023
Q3 		$403K Sell
6,883
-3,395
-33% -$212K 0.01% 1173
2023
Q2 		$654K Sell
10,278
-11,230
-52% -$663K 0.01% 917
2023
Q1 		$1.43M Buy
21,508
+13,459
+167% +$830K 0.02% 562
2022
Q4 		$394K Buy
8,049
+1,870
+30% +$106K 0.01% 1094
2022
Q3 		$427K Buy
6,179
+464
+8% +$37.1K 0.01% 848
2022
Q2 		$479K Sell
5,715
-2,104
-27% -$235K 0.01% 860
2022
Q1 		$1.29M Buy
7,819
+106
+1% +$19.3K 0.03% 530
2021
Q4 		$2.03M Buy
7,713
+2,681
+53% +$802K 0.04% 397
2021
Q3 		$1.6M Buy
5,032
+1,907
+61% +$694K 0.03% 461
2021
Q2 		$1.23M Buy
3,125
+102
+3% +$35.4K 0.03% 485
2021
Q1 		$1.03M Buy
3,023
+20
+0.7% +$7.49K 0.03% 472
2020
Q4 		$1.02M Buy
3,003
+429
+17% +$134K 0.03% 415
2020
Q3 		$636K Buy
2,574
+480
+23% +$118K 0.02% 483
2020
Q2 		$459K Buy
+2,094
New +$336K 0.02% 561

Other funds holding TWLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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 $3.37T AUM 44.26% 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

Cetera Advisors's TWLO Position: Q1 2024 in Review

Cetera Advisors increased its Twilio (TWLO) stake by 157% in Q1 2024, buying an estimated $563K and bringing the position to 13,990 shares worth $855K. The position accounts for 0.01% of the portfolio, ranked #1232.

Cetera Advisors first reported a position in TWLO in Q2 2020 and has held it in 16 quarters since. The position peaked at $2.03M in Q4 2021. 626 funds tracked by Wall St. Rank hold TWLO as of Q1 2024.

  • Cetera Advisors held 13,990 shares of Twilio worth $855K as of Q1 2024.
  • Cetera Advisors bought 8,553 Twilio shares in Q1 2024, an estimated $563K.
  • Twilio made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1232 holding.
  • Cetera Advisors first reported a position in Twilio in Q2 2020 and has held it in 16 quarters since.
  • Cetera Advisors's Twilio position peaked at $2.03M in Q4 2021.
  • 626 funds tracked by Wall St. Rank held Twilio as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.