JIC
TWLO icon

Joel Isaacson & Co’s Twilio TWLO Stock Holding History

Joel Isaacson & Co’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
Q1 		– Sell
-2,739
Closed -$208K – 341
2023
Q4 		$208K Buy
+2,739
New +$171K 0.01% 296
2022
Q3 		– Sell
-2,739
Closed -$230K – 305
2022
Q2 		$230K Hold
2,739
– – 0.02% 266
2022
Q1 		$360K Sell
2,739
-253
-8% -$46.1K 0.03% 228
2021
Q4 		$788K Buy
2,992
+250
+9% +$74.8K 0.05% 144
2021
Q3 		$875K Buy
2,742
+3
+0.1% +$1.09K 0.07% 124
2021
Q2 		$1.08M Buy
2,739
+50
+2% +$17.4K 0.08% 102
2021
Q1 		$916K Hold
2,689
– – 0.08% 104
2020
Q4 		$910K Hold
2,689
– – 0.09% 95
2020
Q3 		$664K Hold
2,689
– – 0.09% 102
2020
Q2 		$590K Hold
2,689
– – 0.08% 105
2020
Q1 		$241K Buy
+2,689
New +$295K 0.04% 157

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
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
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Joel Isaacson & Co's TWLO Position: Q1 2024 in Review

Joel Isaacson & Co sold out of Twilio (TWLO) in Q1 2024, closing a stake of 2,739 shares — an estimated $208K sold.

Joel Isaacson & Co first reported a position in TWLO in Q1 2020 and held it in 11 quarters. The position peaked at $1.08M in Q2 2021. 626 funds tracked by Wall St. Rank hold TWLO as of Q1 2024.

  • Joel Isaacson & Co reported no remaining Twilio position as of Q1 2024 after selling out during the quarter.
  • Joel Isaacson & Co sold 2,739 Twilio shares in Q1 2024, an estimated $208K.
  • Joel Isaacson & Co first reported a position in Twilio in Q1 2020 and held it in 11 quarters.
  • Joel Isaacson & Co's Twilio position peaked at $1.08M in Q2 2021.
  • 626 funds tracked by Wall St. Rank held Twilio as of Q1 2024.

Based on Joel Isaacson & Co's 13F filing for Q1 2024, filed 30 Apr 2024.