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JP Morgan Private Wealth Advisors’s Twilio TWLO Stock Holding History

JP Morgan Private Wealth Advisors’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
Q3 		$1.78M Sell
30,470
-498
-2% -$31K 0.01% 780
2023
Q2 		$1.97M Sell
30,968
-5,574
-15% -$329K 0.01% 564
2023
Q1 		$2.43M Buy
36,542
+1,681
+5% +$104K 0.01% 807
2022
Q4 		$1.71M Sell
34,861
-31,732
-48% -$1.81M ﹤0.01% 908
2022
Q3 		$4.6M Buy
66,593
+4,057
+6% +$324K 0.01% 579
2022
Q2 		$5.24M Sell
62,536
-14,145
-18% -$1.58M 0.01% 555
2022
Q1 		$12.6M Buy
76,681
+8,859
+13% +$1.61M 0.03% 393
2021
Q4 		$17.9M Sell
67,822
-47,940
-41% -$14.3M 0.04% 339
2021
Q3 		$36.9M Buy
115,762
+32,370
+39% +$11.8M 0.09% 222
2021
Q2 		$32.9M Buy
83,392
+25,171
+43% +$8.74M 0.09% 228
2021
Q1 		$19.8M Sell
58,221
-28,541
-33% -$10.7M 0.06% 268
2020
Q4 		$29.4M Buy
86,762
+17,496
+25% +$5.47M 0.1% 205
2020
Q3 		$17.1M Buy
69,266
+60,396
+681% +$14.9M 0.07% 235
2020
Q2 		$1.95M Sell
8,870
-12,717
-59% -$2.04M 0.01% 593
2020
Q1 		$1.93M Buy
21,587
+3,078
+17% +$338K 0.01% 549
2019
Q4 		$1.82M Sell
18,509
-1,542
-8% -$157K 0.01% 633
2019
Q3 		$2.21M Buy
20,051
+7,680
+62% +$996K 0.01% 570
2019
Q2 		$1.69M Sell
12,371
-35,738
-74% -$4.76M 0.01% 624
2019
Q1 		$6.21M Sell
48,109
-7,078
-13% -$797K 0.03% 357
2018
Q4 		$4.93M Sell
55,187
-8,990
-14% -$730K 0.03% 361
2018
Q3 		$5.54M Buy
64,177
+1,874
+3% +$137K 0.03% 407
2018
Q2 		$3.49M Sell
62,303
-591
-0.9% -$29.3K 0.02% 477
2018
Q1 		$2.4M Sell
62,894
-20,257
-24% -$642K 0.02% 448
2017
Q4 		$1.96M Buy
83,151
+36,279
+77% +$1.02M 0.01% 481
2017
Q3 		$1.4M Buy
46,872
+4,524
+11% +$136K 0.01% 542
2017
Q2 		$1.23M Sell
42,348
-4,722
-10% -$129K 0.01% 562
2017
Q1 		$1.36M Sell
47,070
-53,904
-53% -$1.63M 0.01% 552
2016
Q4 		$2.91M Buy
+100,974
New +$3.78M 0.03% 368

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
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

JP Morgan Private Wealth Advisors's TWLO Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Twilio (TWLO) stake by 1.6% in Q3 2023, selling an estimated $31K and leaving 30,470 shares worth $1.78M. The position accounts for 0.01% of the portfolio, ranked #780.

JP Morgan Private Wealth Advisors first reported a position in TWLO in Q4 2016 and has held it in 28 quarters since. The position peaked at $36.9M in Q3 2021. 605 funds tracked by Wall St. Rank hold TWLO as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 30,470 shares of Twilio worth $1.78M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 498 Twilio shares in Q3 2023, an estimated $31K.
  • Twilio made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #780 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Twilio in Q4 2016 and has held it in 28 quarters since.
  • JP Morgan Private Wealth Advisors's Twilio position peaked at $36.9M in Q3 2021.
  • 605 funds tracked by Wall St. Rank held Twilio as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.