LF
TWLO icon

Lee Financial’s Twilio TWLO Stock Holding History

Lee Financial’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
-37
Closed -$2.81K – 770
2023
Q4 		$2.81K Buy
+37
New +$2.31K ﹤0.01% 678
2021
Q4 		– Sell
-3
Closed -$1K – 956
2021
Q3 		$1K Sell
3
-4
-57% -$1.46K ﹤0.01% 686
2021
Q2 		$3K Buy
+7
New +$2.43K ﹤0.01% 530
2020
Q4 		– Sell
-230
Closed -$57K – 545
2020
Q3 		$57K Hold
230
– – 0.02% 216
2020
Q2 		$50K Buy
+230
New +$36.9K 0.01% 208
2020
Q1 		– Sell
-600
Closed -$59K – 517
2019
Q4 		$59K Sell
600
-300
-33% -$30.6K 0.01% 179
2019
Q3 		$99K Hold
900
– – 0.02% 152
2019
Q2 		$123K Hold
900
– – 0.03% 154
2019
Q1 		$116K Buy
900
+850
+1,700% +$95.7K 0.03% 154
2018
Q4 		$4K Buy
+50
New +$4.06K ﹤0.01% 382
2018
Q2 		– Sell
-45
Closed -$2K – 835
2018
Q1 		$2K Buy
+45
New +$1.43K ﹤0.01% 709

Other funds holding TWLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $35.3B 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