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Financial Synergies Wealth Advisors’s Twilio TWLO Stock Holding History

Financial Synergies Wealth Advisors’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
-12
Closed -$734 – 440
2024
Q1 		$734 Buy
+12
New +$790 ﹤0.01% 434
2023
Q3 		– Sell
-13
Closed -$828 – 522
2023
Q2 		$828 Buy
+13
New +$767 ﹤0.01% 400
2022
Q4 		– Sell
-22
Closed -$1.52K – 501
2022
Q3 		$1.52K Buy
+22
New +$1.76K ﹤0.01% 246

Other funds holding TWLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
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
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pictet Asset Management
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

Financial Synergies Wealth Advisors's TWLO Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Twilio (TWLO) in Q2 2024, closing a stake of 12 shares — an estimated $734 sold.

Financial Synergies Wealth Advisors first reported a position in TWLO in Q3 2022 and held it in 3 quarters. The position peaked at $1.52K in Q3 2022. 603 funds tracked by Wall St. Rank hold TWLO as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Twilio position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 12 Twilio shares in Q2 2024, an estimated $734.
  • Financial Synergies Wealth Advisors first reported a position in Twilio in Q3 2022 and held it in 3 quarters.
  • Financial Synergies Wealth Advisors's Twilio position peaked at $1.52K in Q3 2022.
  • 603 funds tracked by Wall St. Rank held Twilio as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.