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London & Capital Asset Management’s Twilio TWLO Stock Holding History

London & Capital Asset Management’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
Q2 		– Sell
-154,691
Closed -$9.46M – 81
2024
Q1 		$9.46M Buy
154,691
+21,038
+16% +$1.39M 0.72% 42
2023
Q4 		$10.1M Sell
133,653
-2,343
-2% -$146K 0.85% 39
2023
Q3 		$7.96M Buy
135,996
+13,185
+11% +$822K 0.73% 40
2023
Q2 		$7.81M Buy
122,811
+5,582
+5% +$329K 0.77% 38
2023
Q1 		$7.81M Buy
117,229
+3,336
+3% +$206K 0.73% 38
2022
Q4 		$5.58M Buy
113,893
+16,559
+17% +$942K 0.51% 42
2022
Q3 		$6.73M Buy
97,334
+13,035
+15% +$1.04M 0.63% 42
2022
Q2 		$7.07M Sell
84,299
-766
-0.9% -$85.7K 0.56% 42
2022
Q1 		$14M Buy
85,065
+18,622
+28% +$3.39M 1.04% 35
2021
Q4 		$17.5M Buy
66,443
+13,914
+26% +$4.16M 1.07% 37
2021
Q3 		$16.8M Buy
52,529
+12,871
+32% +$4.69M 1.22% 37
2021
Q2 		$15.6M Buy
39,658
+10,411
+36% +$3.61M 1.28% 37
2021
Q1 		$9.97M Buy
29,247
+7,542
+35% +$2.82M 0.93% 42
2020
Q4 		$7.35M Buy
+21,705
New +$6.78M 0.82% 38

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
KCM
Kodai Capital Management Chicago, Illinois $2.53B AUM 13.55% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

London & Capital Asset Management's TWLO Position: Q2 2024 in Review

London & Capital Asset Management sold out of Twilio (TWLO) in Q2 2024, closing a stake of 154,691 shares — an estimated $9.46M sold.

London & Capital Asset Management first reported a position in TWLO in Q4 2020 and held it in 14 quarters. The position peaked at $17.5M in Q4 2021. 604 funds tracked by Wall St. Rank hold TWLO as of Q2 2024.

  • London & Capital Asset Management reported no remaining Twilio position as of Q2 2024 after selling out during the quarter.
  • London & Capital Asset Management sold 154,691 Twilio shares in Q2 2024, an estimated $9.46M.
  • London & Capital Asset Management first reported a position in Twilio in Q4 2020 and held it in 14 quarters.
  • London & Capital Asset Management's Twilio position peaked at $17.5M in Q4 2021.
  • 604 funds tracked by Wall St. Rank held Twilio as of Q2 2024.

Based on London & Capital Asset Management's 13F filing for Q2 2024, filed 14 Aug 2024.