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Future Financial Wealth Management’s Twilio TWLO Stock Holding History

Future Financial 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
Q4 		– Sell
-250
Closed -$16.3K – 472
2024
Q3 		$16.3K Buy
+250
New +$15K 0.01% 355
2024
Q2 		– Sell
-250
Closed -$15.3K – 444
2024
Q1 		$15.3K Buy
+250
New +$16.5K 0.01% 368
2022
Q2 		– Sell
-250
Closed -$41K – 454
2022
Q1 		$41K Hold
250
– – 0.03% 291
2021
Q4 		$66K Buy
+250
New +$74.8K 0.05% 245

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 $3.38T AUM 44.17% 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

Future Financial Wealth Management's TWLO Position: Q4 2024 in Review

Future Financial Wealth Management sold out of Twilio (TWLO) in Q4 2024, closing a stake of 250 shares — an estimated $16.3K sold.

Future Financial Wealth Management first reported a position in TWLO in Q4 2021 and held it in 4 quarters. The position peaked at $66K in Q4 2021. 748 funds tracked by Wall St. Rank hold TWLO as of Q4 2024.

  • Future Financial Wealth Management reported no remaining Twilio position as of Q4 2024 after selling out during the quarter.
  • Future Financial Wealth Management sold 250 Twilio shares in Q4 2024, an estimated $16.3K.
  • Future Financial Wealth Management first reported a position in Twilio in Q4 2021 and held it in 4 quarters.
  • Future Financial Wealth Management's Twilio position peaked at $66K in Q4 2021.
  • 748 funds tracked by Wall St. Rank held Twilio as of Q4 2024.

Based on Future Financial Wealth Management's 13F filing for Q4 2024, filed 13 Jan 2025.