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CFM Wealth Partners’s Twilio TWLO Stock Holding History

CFM Wealth Partners’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 		– Sell
-4,377
Closed -$332K – 162
2023
Q4 		$332K Sell
4,377
-139
-3% -$8.66K 0.08% 130
2023
Q3 		$264K Sell
4,516
-7,535
-63% -$470K 0.07% 125
2023
Q2 		$767K Sell
12,051
-890
-7% -$52.5K 0.19% 88
2023
Q1 		$862K Buy
12,941
+737
+6% +$45.5K 0.23% 80
2022
Q4 		$598K Sell
12,204
-1,510
-11% -$85.9K 0.18% 99
2022
Q3 		$948K Buy
13,714
+1,092
+9% +$87.3K 0.3% 74
2022
Q2 		$1.06M Buy
12,622
+107
+0.9% +$12K 0.32% 71
2022
Q1 		$2.06M Sell
12,515
-757
-6% -$138K 0.49% 54
2021
Q4 		$3.84M Buy
13,272
+1,501
+13% +$449K 0.86% 28
2021
Q3 		$3.75M Buy
11,771
+1,862
+19% +$678K 0.94% 28
2021
Q2 		$3.91M Buy
9,909
+2,568
+35% +$891K 1.04% 24
2021
Q1 		$2.5M Buy
7,341
+1,801
+33% +$675K 0.75% 38
2020
Q4 		$1.88M Buy
5,540
+874
+19% +$273K 0.6% 43
2020
Q3 		$1.15M Buy
4,666
+605
+15% +$149K 0.42% 52
2020
Q2 		$891K Buy
4,061
+118
+3% +$18.9K 0.34% 61
2020
Q1 		$353K Sell
3,943
-182
-4% -$20K 0.16% 95
2019
Q4 		$493K Buy
+4,125
New +$421K 0.18% 86

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

CFM Wealth Partners's TWLO Position: Q1 2024 in Review

CFM Wealth Partners sold out of Twilio (TWLO) in Q1 2024, closing a stake of 4,377 shares — an estimated $332K sold.

CFM Wealth Partners first reported a position in TWLO in Q4 2019 and held it in 17 quarters. The position peaked at $3.91M in Q2 2021. 626 funds tracked by Wall St. Rank hold TWLO as of Q1 2024.

  • CFM Wealth Partners reported no remaining Twilio position as of Q1 2024 after selling out during the quarter.
  • CFM Wealth Partners sold 4,377 Twilio shares in Q1 2024, an estimated $332K.
  • CFM Wealth Partners first reported a position in Twilio in Q4 2019 and held it in 17 quarters.
  • CFM Wealth Partners's Twilio position peaked at $3.91M in Q2 2021.
  • 626 funds tracked by Wall St. Rank held Twilio as of Q1 2024.

Based on CFM Wealth Partners's 13F filing for Q1 2024, filed 15 Apr 2024.