Laurel Wealth Advisors (North Carolina)’s Twilio TWLO Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2025 Q1	–	Sell	-11	Closed	-$1.19K	–	742
2024 Q4	$1.19K	Hold	11	–	–	﹤0.01%	651
2024 Q3	$718	Buy	+11	New	+$658	﹤0.01%	645
2021 Q2	–	Sell	-15	Closed	-$5K	–	758
2021 Q1	$5K	Sell	15 -5	-25%	-$1.87K	﹤0.01%	511
2020 Q4	$7K	Sell	20 -10	-33%	-$3.13K	﹤0.01%	441
2020 Q3	$7K	Buy	30 +10	+50%	+$2.46K	﹤0.01%	405
2020 Q2	$4K	Sell	20 -20	-50%	-$3.21K	﹤0.01%	442
2020 Q1	$4K	Buy	40 +10	+33%	+$1.1K	﹤0.01%	431
2019 Q4	$3K	Hold	30	–	–	﹤0.01%	482
2019 Q3	$3K	Hold	30	–	–	﹤0.01%	465
2019 Q2	$4K	Hold	30	–	–	﹤0.01%	452
2019 Q1	$4K	Hold	30	–	–	﹤0.01%	429
2018 Q4	$3K	Buy	+30	New	+$2.44K	﹤0.01%	447

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

JCAM

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

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

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

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

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

Laurel Wealth Advisors (North Carolina)'s TWLO Position: Q1 2025 in Review

Laurel Wealth Advisors (North Carolina) sold out of Twilio (TWLO) in Q1 2025, closing a stake of 11 shares — an estimated $1.19K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in TWLO in Q4 2018 and held it in 12 quarters. The position peaked at $7K in Q4 2020. 776 funds tracked by Wall St. Rank hold TWLO as of Q1 2025.

Laurel Wealth Advisors (North Carolina) reported no remaining Twilio position as of Q1 2025 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 11 Twilio shares in Q1 2025, an estimated $1.19K.
Laurel Wealth Advisors (North Carolina) first reported a position in Twilio in Q4 2018 and held it in 12 quarters.
Laurel Wealth Advisors (North Carolina)'s Twilio position peaked at $7K in Q4 2020.
776 funds tracked by Wall St. Rank held Twilio as of Q1 2025.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2025, filed 15 Apr 2025.