CFGS
TWLO icon

Concourse Financial Group Securities’s Twilio TWLO Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-753
Closed -$84.8K – 1910
2024
Q4 		$84.8K Buy
753
+724
+2,497% +$66.2K ﹤0.01% 1003
2024
Q3 		$1.89K Buy
29
+19
+190% +$1.14K ﹤0.01% 1994
2024
Q2 		$568 Buy
+10
New +$590 ﹤0.01% 2191
2024
Q1 		– Sell
-8
Closed -$527 – 2360
2023
Q4 		$606 Buy
+8
New +$499 ﹤0.01% 2167
2023
Q2 		– Sell
-50
Closed -$2.95K – 2452
2023
Q1 		$3.33K Sell
50
-20
-29% -$1.23K ﹤0.01% 1960
2022
Q4 		$3.43K Buy
70
+20
+40% +$1.14K ﹤0.01% 1935
2022
Q3 		$3K Sell
50
-3,658
-99% -$292K ﹤0.01% 1773
2022
Q2 		$311K Buy
3,708
+229
+7% +$25.6K 0.03% 495
2022
Q1 		$573K Sell
3,479
-1,584
-31% -$289K 0.04% 394
2021
Q4 		$1.33M Buy
5,063
+1,810
+56% +$541K 0.08% 258
2021
Q3 		$1.04M Buy
3,253
+233
+8% +$84.8K 0.06% 300
2021
Q2 		$1.19M Buy
+3,020
New +$1.05M 0.07% 254
2020
Q3 		– Sell
-100
Closed -$24.7K – 2264
2020
Q2 		$22K Sell
100
-100
-50% -$16.1K ﹤0.01% 1276
2020
Q1 		$18K Buy
+200
New +$22K ﹤0.01% 1283
2019
Q3 		– Sell
-50
Closed -$6.48K – 2137
2019
Q2 		$7K Hold
50
– – ﹤0.01% 1625
2019
Q1 		$6K Hold
50
– – ﹤0.01% 1697
2018
Q4 		$4K Hold
50
– – ﹤0.01% 1765
2018
Q3 		$4K Buy
+50
New +$3.65K ﹤0.01% 1477

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Concourse Financial Group Securities's TWLO Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Twilio (TWLO) in Q1 2025, closing a stake of 753 shares — an estimated $84.8K sold.

Concourse Financial Group Securities first reported a position in TWLO in Q3 2018 and held it in 18 quarters. The position peaked at $1.33M in Q4 2021. 776 funds tracked by Wall St. Rank hold TWLO as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Twilio position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 753 Twilio shares in Q1 2025, an estimated $84.8K.
  • Concourse Financial Group Securities first reported a position in Twilio in Q3 2018 and held it in 18 quarters.
  • Concourse Financial Group Securities's Twilio position peaked at $1.33M in Q4 2021.
  • 776 funds tracked by Wall St. Rank held Twilio as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.