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Janiczek Wealth Management’s Twilio TWLO Stock Holding History

Janiczek 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
Q2 		$11.4K Sell
200
-66
-25% -$3.89K ﹤0.01% 644
2024
Q1 		$16.3K Hold
266
– – ﹤0.01% 602
2023
Q4 		$20.2K Buy
266
+53
+25% +$3.3K ﹤0.01% 543
2023
Q3 		$12.5K Sell
213
-69
-24% -$4.3K ﹤0.01% 598
2023
Q2 		$17.9K Hold
282
– – ﹤0.01% 478
2023
Q1 		$16.8K Buy
282
+66
+31% +$4.07K ﹤0.01% 479
2022
Q4 		$11.4K Sell
216
-35
-14% -$1.99K ﹤0.01% 539
2022
Q3 		$18K Buy
251
+150
+149% +$12K 0.01% 470
2022
Q2 		$9K Sell
101
-117
-54% -$13.1K ﹤0.01% 591
2022
Q1 		$36K Buy
218
+116
+114% +$21.1K 0.01% 363
2021
Q4 		$27K Sell
102
-106
-51% -$31.7K 0.01% 436
2021
Q3 		$66K Buy
208
+41
+25% +$14.9K 0.02% 240
2021
Q2 		$66K Buy
167
+36
+27% +$12.5K 0.02% 206
2021
Q1 		$45K Buy
131
+33
+34% +$12.4K 0.02% 252
2020
Q4 		$33K Buy
98
+83
+553% +$25.9K 0.02% 268
2020
Q3 		$4K Buy
+15
New +$3.7K ﹤0.01% 409
2019
Q1 		– Sell
-11
Closed -$1K – 185
2018
Q4 		$1K Sell
11
-18
-62% -$1.46K ﹤0.01% 160
2018
Q3 		$3K Buy
+29
New +$2.12K ﹤0.01% 118

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
KCM
Kodai Capital Management Chicago, Illinois $2.53B AUM 13.55% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Janiczek Wealth Management's TWLO Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Twilio (TWLO) stake by 25% in Q2 2024, selling an estimated $3.89K and leaving 200 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

Janiczek Wealth Management first reported a position in TWLO in Q3 2018 and has held it in 18 quarters since. The position peaked at $66K in Q3 2021. 603 funds tracked by Wall St. Rank hold TWLO as of Q2 2024.

  • Janiczek Wealth Management held 200 shares of Twilio worth $11.4K as of Q2 2024.
  • Janiczek Wealth Management sold 66 Twilio shares in Q2 2024, an estimated $3.89K.
  • Twilio made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #644 holding.
  • Janiczek Wealth Management first reported a position in Twilio in Q3 2018 and has held it in 18 quarters since.
  • Janiczek Wealth Management's Twilio position peaked at $66K in Q3 2021.
  • 603 funds tracked by Wall St. Rank held Twilio as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.