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Global Wealth Management Investment Advisory’s Twilio TWLO Stock Holding History

Global Wealth Management Investment Advisory’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
-1,010
Closed -$76.6K – 408
2023
Q4 		$76.6K Sell
1,010
-517
-34% -$32.2K 0.02% 163
2023
Q3 		$89.4K Buy
1,527
+162
+12% +$10.1K 0.03% 160
2023
Q2 		$86.8K Buy
+1,365
New +$80.6K 0.02% 167
2022
Q3 		– Sell
-1,660
Closed -$139K – 446
2022
Q2 		$139K Sell
1,660
-69
-4% -$7.72K 0.05% 142
2022
Q1 		$285K Buy
1,729
+133
+8% +$24.2K 0.08% 130
2021
Q4 		$420K Buy
1,596
+518
+48% +$155K 0.13% 106
2021
Q3 		$344K Sell
1,078
-251
-19% -$91.4K 0.11% 111
2021
Q2 		$524K Buy
1,329
+210
+19% +$72.9K 0.17% 98
2021
Q1 		$381K Buy
1,119
+442
+65% +$166K 0.14% 101
2020
Q4 		$229K Buy
677
+554
+450% +$173K 0.09% 108
2020
Q3 		$30K Sell
123
-110
-47% -$27.1K 0.01% 202
2020
Q2 		$51K Buy
233
+158
+211% +$25.4K 0.02% 191
2020
Q1 		$7K Sell
75
-90
-55% -$9.88K ﹤0.01% 388
2019
Q4 		$16K Hold
165
– – 0.01% 291
2019
Q3 		$18K Hold
165
– – 0.01% 264
2019
Q2 		$22K Hold
165
– – 0.01% 263
2019
Q1 		$21K Buy
165
+90
+120% +$10.1K 0.01% 304
2018
Q4 		$7K Buy
+75
New +$6.09K ﹤0.01% 449

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
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
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Global Wealth Management Investment Advisory's TWLO Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Twilio (TWLO) in Q1 2024, closing a stake of 1,010 shares — an estimated $76.6K sold.

Global Wealth Management Investment Advisory first reported a position in TWLO in Q4 2018 and held it in 18 quarters. The position peaked at $524K in Q2 2021. 627 funds tracked by Wall St. Rank hold TWLO as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining Twilio position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 1,010 Twilio shares in Q1 2024, an estimated $76.6K.
  • Global Wealth Management Investment Advisory first reported a position in Twilio in Q4 2018 and held it in 18 quarters.
  • Global Wealth Management Investment Advisory's Twilio position peaked at $524K in Q2 2021.
  • 627 funds tracked by Wall St. Rank held Twilio as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.