Fernwood Investment Management’s Twilio TWLO Stock Holding History

Fernwood Investment Management’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 Q2	–	Sell	-1,360	Closed	-$83.2K	–	657
2024 Q1	$83.2K	Buy	+1,360	New	+$89.6K	0.02%	283
2023 Q3	–	Sell	-3,160	Closed	-$201K	–	195
2023 Q2	$201K	Hold	3,160	–	–	0.07%	182
2023 Q1	$211K	Buy	+3,160	New	+$195K	0.08%	168
2022 Q4	–	Sell	-3,160	Closed	-$218K	–	189
2022 Q3	$218K	Sell	3,160 -150	-5%	-$12K	0.09%	163
2022 Q2	$277K	Hold	3,310	–	–	0.12%	149
2022 Q1	$546K	Hold	3,310	–	–	0.19%	122
2021 Q4	$872K	Sell	3,310 -60	-2%	-$17.9K	0.29%	98
2021 Q3	$1.07M	Sell	3,370 -100	-3%	-$36.4K	0.37%	80
2021 Q2	$1.37M	Hold	3,470	–	–	0.45%	62
2021 Q1	$1.18M	Buy	3,470 +20	+0.6%	+$7.49K	0.43%	67
2020 Q4	$1.17M	Hold	3,450	–	–	0.46%	63
2020 Q3	$852K	Hold	3,450	–	–	0.4%	72
2020 Q2	$757K	Hold	3,450	–	–	0.37%	80
2020 Q1	$309K	Hold	3,450	–	–	0.2%	113
2019 Q4	$339K	Buy	3,450 +600	+21%	+$61.3K	0.16%	114
2019 Q3	$313K	Buy	+2,850	New	+$370K	0.16%	129

Other funds holding TWLO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

KCM

Kodai Capital Management Chicago, Illinois $2.53B AUM 13.55% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Fernwood Investment Management's TWLO Position: Q2 2024 in Review

Fernwood Investment Management sold out of Twilio (TWLO) in Q2 2024, closing a stake of 1,360 shares — an estimated $83.2K sold.

Fernwood Investment Management first reported a position in TWLO in Q3 2019 and held it in 16 quarters. The position peaked at $1.37M in Q2 2021. 603 funds tracked by Wall St. Rank hold TWLO as of Q2 2024.

Fernwood Investment Management reported no remaining Twilio position as of Q2 2024 after selling out during the quarter.
Fernwood Investment Management sold 1,360 Twilio shares in Q2 2024, an estimated $83.2K.
Fernwood Investment Management first reported a position in Twilio in Q3 2019 and held it in 16 quarters.
Fernwood Investment Management's Twilio position peaked at $1.37M in Q2 2021.
603 funds tracked by Wall St. Rank held Twilio as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.