GI
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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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Gradient Investments's TWLO Position: Q3 2024 in Review

Gradient Investments sold out of Twilio (TWLO) in Q3 2024, closing a stake of 4 shares — an estimated $227 sold.

Gradient Investments first reported a position in TWLO in Q2 2019 and held it in 20 quarters. The position peaked at $22.1K in Q3 2023. 607 funds tracked by Wall St. Rank hold TWLO as of Q3 2024.

  • Gradient Investments reported no remaining Twilio position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 4 Twilio shares in Q3 2024, an estimated $227.
  • Gradient Investments first reported a position in Twilio in Q2 2019 and held it in 20 quarters.
  • Gradient Investments's Twilio position peaked at $22.1K in Q3 2023.
  • 607 funds tracked by Wall St. Rank held Twilio as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.