FTDI
TWLO icon

First Trust Direct Indexing’s Twilio TWLO Stock Holding History

First Trust Direct Indexing’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
Q4 		– Sell
-6,023
Closed -$393K – 860
2024
Q3 		$393K Sell
6,023
-481
-7% -$28.8K 0.02% 628
2024
Q2 		$369K Buy
6,504
+182
+3% +$10.7K 0.02% 582
2024
Q1 		$387K Sell
6,322
-624
-9% -$41.1K 0.03% 544
2023
Q4 		$527K Buy
6,946
+447
+7% +$27.9K 0.05% 432
2023
Q3 		$380K Sell
6,499
-73
-1% -$4.55K 0.04% 460
2023
Q2 		$418K Sell
6,572
-1,341
-17% -$79.1K 0.05% 460
2023
Q1 		$527K Buy
7,913
+475
+6% +$29.3K 0.06% 384
2022
Q4 		$364K Buy
7,438
+4,386
+144% +$250K 0.05% 463
2022
Q3 		$211K Buy
+3,052
New +$244K 0.03% 570
2022
Q2 		– Sell
-2,095
Closed -$345K – 698
2022
Q1 		$345K Buy
2,095
+422
+25% +$76.9K 0.04% 461
2021
Q4 		$441K Sell
1,673
-29
-2% -$8.67K 0.06% 383
2021
Q3 		$543K Sell
1,702
-104
-6% -$37.9K 0.08% 323
2021
Q2 		$712K Buy
+1,806
New +$627K 0.11% 252

Other funds holding TWLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $4.82B AUM 73.38% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Direct Indexing's TWLO Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Twilio (TWLO) in Q4 2024, closing a stake of 6,023 shares — an estimated $393K sold.

First Trust Direct Indexing first reported a position in TWLO in Q2 2021 and held it in 13 quarters. The position peaked at $712K in Q2 2021. 748 funds tracked by Wall St. Rank hold TWLO as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Twilio position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 6,023 Twilio shares in Q4 2024, an estimated $393K.
  • First Trust Direct Indexing first reported a position in Twilio in Q2 2021 and held it in 13 quarters.
  • First Trust Direct Indexing's Twilio position peaked at $712K in Q2 2021.
  • 748 funds tracked by Wall St. Rank held Twilio as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.