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Creative Financial Designs’s Twilio TWLO Stock Holding History

Creative Financial Designs’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
Q1 		– Sell
-150
Closed -$11.4K – 1728
2023
Q4 		$11.4K Sell
150
-50
-25% -$3.12K ﹤0.01% 1050
2023
Q3 		$11.7K Buy
+200
New +$12.5K ﹤0.01% 983
2022
Q2 		– Sell
-409
Closed -$67K – 1337
2022
Q1 		$67K Hold
409
– – 0.01% 500
2021
Q4 		$108K Sell
409
-352
-46% -$105K 0.02% 430
2021
Q3 		$243K Sell
761
-9
-1% -$3.28K 0.04% 270
2021
Q2 		$304K Sell
770
-7
-0.9% -$2.43K 0.05% 236
2021
Q1 		$265K Sell
777
-164
-17% -$61.4K 0.05% 237
2020
Q4 		$319K Sell
941
-94
-9% -$29.4K 0.07% 207
2020
Q3 		$256K Sell
1,035
-230
-18% -$56.7K 0.06% 214
2020
Q2 		$278K Buy
1,265
+910
+256% +$146K 0.08% 172
2020
Q1 		$32K Sell
355
-50
-12% -$5.49K 0.02% 263
2019
Q4 		$42K Buy
405
+50
+14% +$5.11K 0.02% 258
2019
Q3 		$38K Buy
355
+15
+4% +$1.95K 0.02% 260
2019
Q2 		$49K Buy
340
+310
+1,033% +$41.3K 0.03% 230
2019
Q1 		$4K Buy
+30
New +$3.38K ﹤0.01% 470
2017
Q4 		– Sell
-107
Closed -$3K – 783
2017
Q3 		$3K Buy
+107
New +$3.21K ﹤0.01% 599
2017
Q1 		– Sell
-98
Closed -$3K – 853
2016
Q4 		$3K Buy
+98
New +$3.67K ﹤0.01% 553

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

Creative Financial Designs's TWLO Position: Q1 2024 in Review

Creative Financial Designs sold out of Twilio (TWLO) in Q1 2024, closing a stake of 150 shares — an estimated $11.4K sold.

Creative Financial Designs first reported a position in TWLO in Q4 2016 and held it in 17 quarters. The position peaked at $319K in Q4 2020. 626 funds tracked by Wall St. Rank hold TWLO as of Q1 2024.

  • Creative Financial Designs reported no remaining Twilio position as of Q1 2024 after selling out during the quarter.
  • Creative Financial Designs sold 150 Twilio shares in Q1 2024, an estimated $11.4K.
  • Creative Financial Designs first reported a position in Twilio in Q4 2016 and held it in 17 quarters.
  • Creative Financial Designs's Twilio position peaked at $319K in Q4 2020.
  • 626 funds tracked by Wall St. Rank held Twilio as of Q1 2024.

Based on Creative Financial Designs's 13F filing for Q1 2024, filed 1 May 2024.