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Financial Advocates Investment Management’s Twilio TWLO Stock Holding History

Financial Advocates 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
2025
Q3 		– Sell
-2,714
Closed -$338K – 561
2025
Q2 		$338K Sell
2,714
-425
-14% -$45.2K 0.03% 470
2025
Q1 		$307K Sell
3,139
-317
-9% -$37.6K 0.02% 558
2024
Q4 		$374K Sell
3,456
-97
-3% -$8.87K 0.02% 543
2024
Q3 		$232K Buy
+3,553
New +$213K 0.01% 679
2024
Q2 		– Sell
-5,518
Closed -$337K – 827
2024
Q1 		$337K Sell
5,518
-228
-4% -$15K 0.02% 552
2023
Q4 		$436K Buy
5,746
+339
+6% +$21.1K 0.03% 456
2023
Q3 		$316K Sell
5,407
-39
-0.7% -$2.43K 0.02% 505
2023
Q2 		$346K Sell
5,446
-91
-2% -$5.37K 0.02% 481
2023
Q1 		$369K Sell
5,537
-71
-1% -$4.38K 0.03% 495
2022
Q4 		$275K Sell
5,608
-477
-8% -$27.1K 0.02% 584
2022
Q3 		$377K Buy
6,085
+92
+2% +$7.35K 0.03% 487
2022
Q2 		$502K Buy
5,993
+326
+6% +$36.5K 0.04% 394
2022
Q1 		$934K Buy
5,667
+380
+7% +$69.2K 0.06% 309
2021
Q4 		$1.39M Buy
5,287
+921
+21% +$275K 0.09% 263
2021
Q3 		$1.39M Sell
4,366
-72
-2% -$26.2K 0.09% 246
2021
Q2 		$1.75M Sell
4,438
-249
-5% -$86.4K 0.12% 213
2021
Q1 		$1.58M Sell
4,687
-255
-5% -$95.5K 0.11% 223
2020
Q4 		$1.67M Sell
4,942
-418
-8% -$131K 0.11% 205
2020
Q3 		$1.32M Sell
5,360
-146
-3% -$36K 0.11% 197
2020
Q2 		$1.21M Buy
5,506
+737
+15% +$118K 0.11% 215
2020
Q1 		$427K Buy
4,769
+794
+20% +$87.2K 0.06% 300
2019
Q4 		$391K Buy
3,975
+15
+0.4% +$1.53K 0.04% 361
2019
Q3 		$435K Buy
+3,960
New +$513K 0.05% 316
2019
Q2 		– Sell
-4,135
Closed -$551K – 489
2019
Q1 		$534K Buy
4,135
+10
+0.2% +$1.13K 0.07% 259
2018
Q4 		$368K Hold
4,125
– – 0.05% 297
2018
Q3 		$356K Sell
4,125
-150
-4% -$11K 0.04% 346
2018
Q2 		$243K Buy
+4,275
New +$212K 0.03% 420

Other funds holding TWLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $4.15B AUM 48.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Financial Advocates Investment Management's TWLO Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Twilio (TWLO) in Q3 2025, closing a stake of 2,714 shares — an estimated $338K sold.

Financial Advocates Investment Management first reported a position in TWLO in Q2 2018 and held it in 27 quarters. The position peaked at $1.75M in Q2 2021. 775 funds tracked by Wall St. Rank hold TWLO as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Twilio position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,714 Twilio shares in Q3 2025, an estimated $338K.
  • Financial Advocates Investment Management first reported a position in Twilio in Q2 2018 and held it in 27 quarters.
  • Financial Advocates Investment Management's Twilio position peaked at $1.75M in Q2 2021.
  • 775 funds tracked by Wall St. Rank held Twilio as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.