Gradient Investments’s Twilio TWLO Stock Holding History

Gradient Investments’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	-4	Closed	-$227	–	1211
2024 Q2	$227	Buy	+4	New	+$236	﹤0.01%	1257
2024 Q1	–	Sell	-48	Closed	-$3.64K	–	1792
2023 Q4	$3.64K	Sell	48 -329	-87%	-$20.5K	﹤0.01%	1071
2023 Q3	$22.1K	Buy	377 +360	+2,118%	+$22.4K	﹤0.01%	662
2023 Q2	$1.08K	Hold	17	–	–	﹤0.01%	1339
2023 Q1	$1.13K	Sell	17 -5	-23%	-$308	﹤0.01%	1188
2022 Q4	$1.08K	Buy	22 +1	+5%	+$57	﹤0.01%	1182
2022 Q3	$1K	Sell	21 -8	-28%	-$639	﹤0.01%	1300
2022 Q2	$2K	Buy	29 +18	+164%	+$2.01K	﹤0.01%	1077
2022 Q1	$2K	Sell	11 -4	-27%	-$729	﹤0.01%	1066
2021 Q4	$4K	Hold	15	–	–	﹤0.01%	983
2021 Q3	$5K	Buy	15 +4	+36%	+$1.46K	﹤0.01%	892
2021 Q2	$4K	Hold	11	–	–	﹤0.01%	921
2021 Q1	$4K	Hold	11	–	–	﹤0.01%	924
2020 Q4	$3K	Hold	11	–	–	﹤0.01%	908
2020 Q3	$3K	Hold	11	–	–	﹤0.01%	913
2020 Q2	$2K	Buy	11 +10	+1,000%	+$1.61K	﹤0.01%	918
2020 Q1	$0	Hold	1	–	–	﹤0.01%	1240
2019 Q4	$0	Sell	1 -57	-98%	-$5.82K	﹤0.01%	1235
2019 Q3	$6K	Buy	58 +1	+2%	+$130	﹤0.01%	778
2019 Q2	$8K	Buy	+57	New	+$7.59K	﹤0.01%	711

Other funds holding TWLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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 Oslo, Norway $935B AUM