MWM
TWLO icon

MinichMacGregor Wealth Management’s Twilio TWLO Stock Holding History

MinichMacGregor Wealth 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
2023
Q1 		– Sell
-60
Closed -$2.94K – 603
2022
Q4 		$2.94K Buy
+60
New +$3.42K ﹤0.01% 539
2018
Q4 		– Sell
-50
Closed -$4K – 488
2018
Q3 		$4K Hold
50
– – ﹤0.01% 415
2018
Q2 		$2K Hold
50
– – ﹤0.01% 457
2018
Q1 		$1K Hold
50
– – ﹤0.01% 488
2017
Q4 		$1K Hold
50
– – ﹤0.01% 471
2017
Q3 		$1K Hold
50
– – ﹤0.01% 452
2017
Q2 		$1K Hold
50
– – ﹤0.01% 448
2017
Q1 		$1K Buy
+50
New +$1.51K ﹤0.01% 436

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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return