HeadInvest LLC’s Twilio TWLO Stock Holding History

HeadInvest LLC’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
2023 Q4	–	Sell	-6	Closed	-$347	–	659
2023 Q3	$347	Buy	+6	New	+$374	﹤0.01%	735

Other funds holding TWLO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

HeadInvest LLC's TWLO Position: Q4 2023 in Review

HeadInvest LLC sold out of Twilio (TWLO) in Q4 2023, closing a stake of 6 shares — an estimated $347 sold.

HeadInvest LLC first reported a position in TWLO in Q3 2023 and held it in 1 quarter. The position peaked at $347 in Q3 2023. 659 funds tracked by Wall St. Rank hold TWLO as of Q4 2023.

HeadInvest LLC reported no remaining Twilio position as of Q4 2023 after selling out during the quarter.
HeadInvest LLC sold 6 Twilio shares in Q4 2023, an estimated $347.
HeadInvest LLC first reported a position in Twilio in Q3 2023 and held it in 1 quarter.
HeadInvest LLC's Twilio position peaked at $347 in Q3 2023.
659 funds tracked by Wall St. Rank held Twilio as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.