Life Planning Partners’s Twilio TWLO Stock Holding History

Life Planning Partners’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	-149	Closed	-$11.3K	–	224
2023 Q4	$11.3K	Buy	+149	New	+$9.29K	0.01%	153

Other funds holding TWLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

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

Life Planning Partners's TWLO Position: Q1 2024 in Review

Life Planning Partners sold out of Twilio (TWLO) in Q1 2024, closing a stake of 149 shares — an estimated $11.3K sold.

Life Planning Partners first reported a position in TWLO in Q4 2023 and held it in 1 quarter. The position peaked at $11.3K in Q4 2023. 626 funds tracked by Wall St. Rank hold TWLO as of Q1 2024.

Life Planning Partners reported no remaining Twilio position as of Q1 2024 after selling out during the quarter.
Life Planning Partners sold 149 Twilio shares in Q1 2024, an estimated $11.3K.
Life Planning Partners first reported a position in Twilio in Q4 2023 and held it in 1 quarter.
Life Planning Partners's Twilio position peaked at $11.3K in Q4 2023.
626 funds tracked by Wall St. Rank held Twilio as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.