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Coppell Advisory Solutions’s Twilio TWLO Stock Holding History

Coppell Advisory Solutions’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
-309
Closed -$33.6K – 1754
2024
Q4 		$33.6K Hold
309
– – ﹤0.01% 710
2024
Q3 		$20K Hold
309
– – ﹤0.01% 882
2024
Q2 		$17.6K Buy
+309
New +$18.2K ﹤0.01% 840
2023
Q4 		$24.9K Buy
+328
New +$20.4K 0.01% 669

Other funds holding TWLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Coppell Advisory Solutions's TWLO Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Twilio (TWLO) in Q1 2025, closing a stake of 309 shares — an estimated $33.6K sold.

Coppell Advisory Solutions first reported a position in TWLO in Q4 2023 and held it in 4 quarters. The position peaked at $33.6K in Q4 2024. 776 funds tracked by Wall St. Rank hold TWLO as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Twilio position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 309 Twilio shares in Q1 2025, an estimated $33.6K.
  • Coppell Advisory Solutions first reported a position in Twilio in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's Twilio position peaked at $33.6K in Q4 2024.
  • 776 funds tracked by Wall St. Rank held Twilio as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.