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FGAM
Financial Gravity Asset Management’s
Twilio
TWLO
Stock Holding History
Financial Gravity Asset 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
Q4
–
Sell
-283
Closed
-$28.3K
–
938
2025
Q3
$28.3K
Buy
+283
New
+$31.9K
0.01%
367
2025
Q1
$27.7K
Buy
+283
New
+$33.5K
0.01%
428
2024
Q2
–
Sell
-15
Closed
-$904
–
2461
2024
Q1
$904
Buy
+15
New
+$988
﹤0.01%
1256
2023
Q3
–
Sell
-64
Closed
-$198
–
1753
2023
Q2
$198
Buy
+64
New
+$3.78K
﹤0.01%
1181
2023
Q1
–
Sell
-49
Closed
-$142
–
1655
2022
Q4
$142
Buy
+49
New
+$2.79K
﹤0.01%
1054
2020
Q2
–
Sell
-300
Closed
-$27
–
851
2020
Q1
$27
Hold
300
–
–
﹤0.01%
1001
2019
Q4
$29K
Hold
300
–
–
0.02%
882
2019
Q3
$33K
Hold
300
–
–
0.03%
366
2019
Q2
$41K
Buy
+300
New
+$39.9K
0.03%
358
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30.48%
1-Year Est. Return
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$6.9T AUM
27.45%
1-Year Est. Return
Fidelity Investments
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$1.9T AUM
41.92%
1-Year Est. Return
JP Morgan Chase
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$1.47T AUM
27.86%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
SHCM
Sachem Head Capital Management
New York
$4.15B AUM
48.05%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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