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Front Street Capital Management’s Twilio TWLO Stock Holding History

Front Street Capital 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
Q2 		– Sell
-4,311
Closed -$264K – 73
2024
Q1 		$264K Sell
4,311
-8,392
-66% -$553K 0.05% 64
2023
Q4 		$964K Sell
12,703
-10
-0.1% -$623 0.19% 42
2023
Q3 		$744K Sell
12,713
-11,169
-47% -$696K 0.16% 43
2023
Q2 		$1.52M Sell
23,882
-3,552
-13% -$210K 0.32% 35
2023
Q1 		$1.83M Hold
27,434
– – 0.39% 35
2022
Q4 		$1.34M Sell
27,434
-15,072
-35% -$858K 0.32% 38
2022
Q3 		$2.94M Buy
42,506
+19,856
+88% +$1.59M 0.74% 29
2022
Q2 		$1.9M Buy
+22,650
New +$2.53M 0.45% 34

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

Front Street Capital Management's TWLO Position: Q2 2024 in Review

Front Street Capital Management sold out of Twilio (TWLO) in Q2 2024, closing a stake of 4,311 shares — an estimated $264K sold.

Front Street Capital Management first reported a position in TWLO in Q2 2022 and held it in 8 quarters. The position peaked at $2.94M in Q3 2022. 603 funds tracked by Wall St. Rank hold TWLO as of Q2 2024.

  • Front Street Capital Management reported no remaining Twilio position as of Q2 2024 after selling out during the quarter.
  • Front Street Capital Management sold 4,311 Twilio shares in Q2 2024, an estimated $264K.
  • Front Street Capital Management first reported a position in Twilio in Q2 2022 and held it in 8 quarters.
  • Front Street Capital Management's Twilio position peaked at $2.94M in Q3 2022.
  • 603 funds tracked by Wall St. Rank held Twilio as of Q2 2024.

Based on Front Street Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.