Clay Northam Wealth Management’s Twilio TWLO Stock Holding History

Clay Northam 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
2024 Q2	–	Sell	-6,936	Closed	-$424K	–	92
2024 Q1	$424K	Sell	6,936 -65	-0.9%	-$4.28K	0.34%	46
2023 Q4	$531K	Sell	7,001 -415	-6%	-$25.9K	0.47%	36
2023 Q3	$434K	Buy	7,416 +720	+11%	+$44.9K	0.43%	36
2023 Q2	$426K	Buy	6,696 +300	+5%	+$17.7K	0.41%	40
2023 Q1	$426K	Sell	6,396 -52	-0.8%	-$3.21K	0.44%	40
2022 Q4	$316K	Sell	6,448 -408	-6%	-$23.2K	0.36%	47
2022 Q3	$474K	Sell	6,856 -102	-1%	-$8.15K	0.59%	33
2022 Q2	$583K	Sell	6,958 -320	-4%	-$35.8K	0.73%	28
2022 Q1	$1.2M	Buy	7,278 +195	+3%	+$35.5K	1.21%	18
2021 Q4	$1.86M	Buy	+7,083	New	+$2.12M	1.76%	13

Other funds holding TWLO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

KCM

Kodai Capital Management Chicago, Illinois $2.53B AUM 13.55% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Clay Northam Wealth Management's TWLO Position: Q2 2024 in Review

Clay Northam Wealth Management sold out of Twilio (TWLO) in Q2 2024, closing a stake of 6,936 shares — an estimated $424K sold.

Clay Northam Wealth Management first reported a position in TWLO in Q4 2021 and held it in 10 quarters. The position peaked at $1.86M in Q4 2021. 603 funds tracked by Wall St. Rank hold TWLO as of Q2 2024.

Clay Northam Wealth Management reported no remaining Twilio position as of Q2 2024 after selling out during the quarter.
Clay Northam Wealth Management sold 6,936 Twilio shares in Q2 2024, an estimated $424K.
Clay Northam Wealth Management first reported a position in Twilio in Q4 2021 and held it in 10 quarters.
Clay Northam Wealth Management's Twilio position peaked at $1.86M in Q4 2021.
603 funds tracked by Wall St. Rank held Twilio as of Q2 2024.

Based on Clay Northam Wealth Management's 13F filing for Q2 2024, filed 19 Jul 2024.