CWP
TWLO icon

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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return