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Cyndeo Wealth Partners’s Twilio TWLO Stock Holding History

Cyndeo 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
2024
Q1 		– Sell
-5,085
Closed -$386K – 398
2023
Q4 		$386K Buy
5,085
+336
+7% +$20.9K 0.04% 280
2023
Q3 		$278K Buy
4,749
+1,119
+31% +$69.7K 0.03% 288
2023
Q2 		$231K Buy
+3,630
New +$214K 0.02% 296

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
Fidelity Investments
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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Cyndeo Wealth Partners's TWLO Position: Q1 2024 in Review

Cyndeo Wealth Partners sold out of Twilio (TWLO) in Q1 2024, closing a stake of 5,085 shares — an estimated $386K sold.

Cyndeo Wealth Partners first reported a position in TWLO in Q2 2023 and held it in 3 quarters. The position peaked at $386K in Q4 2023. 626 funds tracked by Wall St. Rank hold TWLO as of Q1 2024.

  • Cyndeo Wealth Partners reported no remaining Twilio position as of Q1 2024 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 5,085 Twilio shares in Q1 2024, an estimated $386K.
  • Cyndeo Wealth Partners first reported a position in Twilio in Q2 2023 and held it in 3 quarters.
  • Cyndeo Wealth Partners's Twilio position peaked at $386K in Q4 2023.
  • 626 funds tracked by Wall St. Rank held Twilio as of Q1 2024.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2024, filed 17 Apr 2024.