Jamison Private Wealth Management’s Twilio TWLO Stock Holding History

Jamison Private Wealth Management’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 Q4	–	Sell	-334	Closed	-$21.8K	–	450
2024 Q3	$21.8K	Hold	334	–	–	﹤0.01%	299
2024 Q2	$19K	Hold	334	–	–	﹤0.01%	294
2024 Q1	$20.4K	Hold	334	–	–	﹤0.01%	296
2023 Q4	$25.3K	Sell	334 -40	-11%	-$2.49K	﹤0.01%	266
2023 Q3	$21.9K	Buy	+374	New	+$23.3K	﹤0.01%	268

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

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

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jamison Private Wealth Management's TWLO Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Twilio (TWLO) in Q4 2024, closing a stake of 334 shares — an estimated $21.8K sold.

Jamison Private Wealth Management first reported a position in TWLO in Q3 2023 and held it in 5 quarters. The position peaked at $25.3K in Q4 2023. 748 funds tracked by Wall St. Rank hold TWLO as of Q4 2024.

Jamison Private Wealth Management reported no remaining Twilio position as of Q4 2024 after selling out during the quarter.
Jamison Private Wealth Management sold 334 Twilio shares in Q4 2024, an estimated $21.8K.
Jamison Private Wealth Management first reported a position in Twilio in Q3 2023 and held it in 5 quarters.
Jamison Private Wealth Management's Twilio position peaked at $25.3K in Q4 2023.
748 funds tracked by Wall St. Rank held Twilio as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.