Claris Advisors’s Twilio TWLO Stock Holding History

Claris 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 Q4	–	Sell	-9	Closed	-$587	–	1075
2024 Q3	$587	Buy	+9	New	+$539	﹤0.01%	600

Other funds holding TWLO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Claris Advisors's TWLO Position: Q4 2024 in Review

Claris Advisors sold out of Twilio (TWLO) in Q4 2024, closing a stake of 9 shares — an estimated $587 sold.

Claris Advisors first reported a position in TWLO in Q3 2024 and held it in 1 quarter. The position peaked at $587 in Q3 2024. 748 funds tracked by Wall St. Rank hold TWLO as of Q4 2024.

Claris Advisors reported no remaining Twilio position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 9 Twilio shares in Q4 2024, an estimated $587.
Claris Advisors first reported a position in Twilio in Q3 2024 and held it in 1 quarter.
Claris Advisors's Twilio position peaked at $587 in Q3 2024.
748 funds tracked by Wall St. Rank held Twilio as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.