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Glassman Wealth Services’s Twilio TWLO Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-157
Closed -$11.9K – 1698
2023
Q4 		$11.9K Buy
157
+7
+5% +$436 ﹤0.01% 832
2023
Q3 		$8.78K Hold
150
– – ﹤0.01% 891
2023
Q2 		$9.54K Sell
150
-29
-16% -$1.71K ﹤0.01% 827
2023
Q1 		$11.9K Buy
179
+68
+61% +$4.19K ﹤0.01% 773
2022
Q4 		$5.43K Sell
111
-27
-20% -$1.54K ﹤0.01% 998
2022
Q3 		$10K Buy
138
+81
+142% +$6.47K ﹤0.01% 804
2022
Q2 		$5K Sell
57
-12
-17% -$1.34K ﹤0.01% 1030
2022
Q1 		$11K Sell
69
-6
-8% -$1.09K ﹤0.01% 809
2021
Q4 		$20K Sell
75
-6
-7% -$1.79K ﹤0.01% 612
2021
Q3 		$26K Buy
81
+5
+7% +$1.82K 0.01% 520
2021
Q2 		$30K Hold
76
– – 0.01% 457
2021
Q1 		$26K Buy
76
+17
+29% +$6.37K 0.01% 464
2020
Q4 		$20K Buy
59
+10
+20% +$3.13K ﹤0.01% 535
2020
Q3 		$12K Sell
49
-91
-65% -$22.4K ﹤0.01% 579
2020
Q2 		$31K Buy
140
+129
+1,173% +$20.7K 0.01% 318
2020
Q1 		$1K Buy
+11
New +$1.21K ﹤0.01% 1001
2019
Q4 		– Sell
-6
Closed -$1K – 1492
2019
Q3 		$1K Buy
6
+3
+100% +$389 ﹤0.01% 934
2019
Q2 		$0 Buy
+3
New +$399 ﹤0.01% 1368
2016
Q4 		– Sell
-100
Closed -$6K – 713
2016
Q3 		$6K Buy
+100
New +$4.99K 0.01% 353

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
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

Glassman Wealth Services's TWLO Position: Q1 2024 in Review

Glassman Wealth Services sold out of Twilio (TWLO) in Q1 2024, closing a stake of 157 shares — an estimated $11.9K sold.

Glassman Wealth Services first reported a position in TWLO in Q3 2016 and held it in 19 quarters. The position peaked at $31K in Q2 2020. 626 funds tracked by Wall St. Rank hold TWLO as of Q1 2024.

  • Glassman Wealth Services reported no remaining Twilio position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 157 Twilio shares in Q1 2024, an estimated $11.9K.
  • Glassman Wealth Services first reported a position in Twilio in Q3 2016 and held it in 19 quarters.
  • Glassman Wealth Services's Twilio position peaked at $31K in Q2 2020.
  • 626 funds tracked by Wall St. Rank held Twilio as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.