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 – 833
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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

Lee Financial's TWLO Position: Q1 2024 in Review

Lee Financial sold out of Twilio (TWLO) in Q1 2024, closing a stake of 37 shares — an estimated $2.81K sold.

Lee Financial first reported a position in TWLO in Q1 2018 and held it in 11 quarters. The position peaked at $123K in Q2 2019. 626 funds tracked by Wall St. Rank hold TWLO as of Q1 2024.

  • Lee Financial reported no remaining Twilio position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 37 Twilio shares in Q1 2024, an estimated $2.81K.
  • Lee Financial first reported a position in Twilio in Q1 2018 and held it in 11 quarters.
  • Lee Financial's Twilio position peaked at $123K in Q2 2019.
  • 626 funds tracked by Wall St. Rank held Twilio as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.