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Cherry Tree Wealth Management’s Twilio TWLO Stock Holding History

Cherry Tree 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
2023
Q3 		– Sell
-1
Closed -$64 – 619
2023
Q2 		$64 Buy
+1
New +$59 ﹤0.01% 612

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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
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Cherry Tree Wealth Management's TWLO Position: Q3 2023 in Review

Cherry Tree Wealth Management sold out of Twilio (TWLO) in Q3 2023, closing a stake of 1 share — an estimated $64 sold.

Cherry Tree Wealth Management first reported a position in TWLO in Q2 2023 and held it in 1 quarter. The position peaked at $64 in Q2 2023. 605 funds tracked by Wall St. Rank hold TWLO as of Q3 2023.

  • Cherry Tree Wealth Management reported no remaining Twilio position as of Q3 2023 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 1 Twilio share in Q3 2023, an estimated $64.
  • Cherry Tree Wealth Management first reported a position in Twilio in Q2 2023 and held it in 1 quarter.
  • Cherry Tree Wealth Management's Twilio position peaked at $64 in Q2 2023.
  • 605 funds tracked by Wall St. Rank held Twilio as of Q3 2023.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.