Concord Wealth Partners’s Twilio TWLO Stock Holding History

Concord 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
2025 Q3	–	Sell	-124	Closed	-$15.4K	–	884
2025 Q2	$15.4K	Buy	+124	New	+$13.2K	﹤0.01%	494
2024 Q3	–	Sell	-11	Closed	-$625	–	1027
2024 Q2	$625	Hold	11	–	–	﹤0.01%	751
2024 Q1	$673	Hold	11	–	–	﹤0.01%	805
2023 Q4	$835	Sell	11 -39	-78%	-$2.43K	﹤0.01%	767
2023 Q3	$2.93K	Sell	50 -54	-52%	-$3.37K	﹤0.01%	807
2023 Q2	$6.62K	Buy	104 +40	+63%	+$2.36K	﹤0.01%	662
2023 Q1	$4.26K	Sell	64 -662	-91%	-$40.8K	﹤0.01%	696
2022 Q4	$35.5K	Buy	+726	New	+$41.3K	0.01%	431
2022 Q3	–	Sell	-1,629	Closed	-$137K	–	1075
2022 Q2	$137K	Buy	1,629 +1,197	+277%	+$134K	0.04%	217
2022 Q1	$71K	Sell	432 -71	-14%	-$12.9K	0.02%	366
2021 Q4	$132K	Buy	503 +370	+278%	+$111K	0.03%	264
2021 Q3	$42K	Sell	133 -217	-62%	-$79K	0.02%	249
2021 Q2	$138K	Sell	350 -30	-8%	-$10.4K	0.04%	183
2021 Q1	$129K	Buy	380 +368	+3,067%	+$138K	0.04%	178
2020 Q4	$4K	Buy	+12	New	+$3.75K	﹤0.01%	445

Other funds holding TWLO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return