Delap Wealth Advisory’s Twilio TWLO Stock Holding History

Delap Wealth Advisory’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 Q3	–	Sell	-4,494	Closed	-$255K	–	111
2024 Q2	$255K	Buy	+4,494	New	+$265K	0.12%	94

Other funds holding TWLO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Delap Wealth Advisory's TWLO Position: Q3 2024 in Review

Delap Wealth Advisory sold out of Twilio (TWLO) in Q3 2024, closing a stake of 4,494 shares — an estimated $255K sold.

Delap Wealth Advisory first reported a position in TWLO in Q2 2024 and held it in 1 quarter. The position peaked at $255K in Q2 2024. 607 funds tracked by Wall St. Rank hold TWLO as of Q3 2024.

Delap Wealth Advisory reported no remaining Twilio position as of Q3 2024 after selling out during the quarter.
Delap Wealth Advisory sold 4,494 Twilio shares in Q3 2024, an estimated $255K.
Delap Wealth Advisory first reported a position in Twilio in Q2 2024 and held it in 1 quarter.
Delap Wealth Advisory's Twilio position peaked at $255K in Q2 2024.
607 funds tracked by Wall St. Rank held Twilio as of Q3 2024.

Based on Delap Wealth Advisory's 13F filing for Q3 2024, filed 12 Nov 2024.