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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
2019
Q3 		– Sell
-3,981
Closed -$545K – 506
2019
Q2 		$545K Buy
+3,981
New +$530K 0.06% 279

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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $1.88T AUM 44.46% 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.