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Focused Wealth Management’s Twilio TWLO Stock Holding History

Focused Wealth 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
2024
Q3 		– Sell
-6,000
Closed -$341K – 292
2024
Q2 		$341K Buy
+6,000
New +$354K 0.05% 129
2023
Q4 		– Sell
-4,800
Closed -$5.92K – 1101
2023
Q3 		$5.92K Sell
4,800
-3,200
-40% -$199K ﹤0.01% 617
2023
Q2 		$6.64K Buy
+8,000
New +$472K ﹤0.01% 621
2023
Q1 		– Sell
-1,000
Closed -$1 – 1144
2022
Q4 		$1 Hold
1,000
– – ﹤0.01% 1087
2022
Q3 		$2K Buy
+1,000
New +$79.9K ﹤0.01% 787
2022
Q1 		– Sell
-2,800
Closed -$28K – 1112
2021
Q4 		$28K Buy
+2,800
New +$837K ﹤0.01% 443
2019
Q2 		– Sell
-700
Closed -$2K – 806
2019
Q1 		$2K Buy
+700
New +$78.8K ﹤0.01% 628

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Focused Wealth Management's TWLO Position: Q3 2024 in Review

Focused Wealth Management sold out of Twilio (TWLO) in Q3 2024, closing a stake of 724 shares — an estimated $41.1K sold.

Focused Wealth Management first reported a position in TWLO in Q3 2016 and held it in 23 quarters. The position peaked at $200K in Q2 2020. 606 funds tracked by Wall St. Rank hold TWLO as of Q3 2024.

  • Focused Wealth Management reported no remaining Twilio position as of Q3 2024 after selling out during the quarter.
  • Focused Wealth Management sold 724 Twilio shares in Q3 2024, an estimated $41.1K.
  • Focused Wealth Management first reported a position in Twilio in Q3 2016 and held it in 23 quarters.
  • Focused Wealth Management's Twilio position peaked at $200K in Q2 2020.
  • 606 funds tracked by Wall St. Rank held Twilio as of Q3 2024.

Based on Focused Wealth Management's 13F filing for Q3 2024, filed 30 Oct 2024.