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Juncture Wealth Strategies’s Twilio TWLO Stock Holding History

Juncture Wealth Strategies’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
-7,197
Closed -$546K – 127
2023
Q4 		$546K Sell
7,197
-231
-3% -$14.4K 0.25% 70
2023
Q3 		$435K Buy
+7,428
New +$463K 0.21% 88
2022
Q1 		– Sell
-1,278
Closed -$337K – 126
2021
Q4 		$337K Buy
1,278
+221
+21% +$66.1K 0.16% 98
2021
Q3 		$337K Buy
1,057
+199
+23% +$72.5K 0.18% 90
2021
Q2 		$315K Buy
+858
New +$298K 0.18% 88
2021
Q1 		– Sell
-628
Closed -$213K – 123
2020
Q4 		$213K Buy
+628
New +$196K 0.13% 105

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

Juncture Wealth Strategies's TWLO Position: Q1 2024 in Review

Juncture Wealth Strategies sold out of Twilio (TWLO) in Q1 2024, closing a stake of 7,197 shares — an estimated $546K sold.

Juncture Wealth Strategies first reported a position in TWLO in Q4 2020 and held it in 6 quarters. The position peaked at $546K in Q4 2023. 626 funds tracked by Wall St. Rank hold TWLO as of Q1 2024.

  • Juncture Wealth Strategies reported no remaining Twilio position as of Q1 2024 after selling out during the quarter.
  • Juncture Wealth Strategies sold 7,197 Twilio shares in Q1 2024, an estimated $546K.
  • Juncture Wealth Strategies first reported a position in Twilio in Q4 2020 and held it in 6 quarters.
  • Juncture Wealth Strategies's Twilio position peaked at $546K in Q4 2023.
  • 626 funds tracked by Wall St. Rank held Twilio as of Q1 2024.

Based on Juncture Wealth Strategies's 13F filing for Q1 2024, filed 5 Apr 2024.