Oak Harbor Wealth Partners’s Twilio TWLO Stock Holding History

Oak Harbor Wealth 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 Q2	–	Sell	-3,800	Closed	-$232K	–	232
2024 Q1	$232K	Hold	3,800	–	–	0.07%	157
2023 Q4	$288K	Sell	3,800 -4,000	-51%	-$249K	0.1%	136
2023 Q3	$457K	Hold	7,800	–	–	0.16%	112
2023 Q2	$496K	Buy	7,800 +2,000	+34%	+$118K	0.17%	113
2023 Q1	$386K	Buy	+5,800	New	+$358K	0.14%	125

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

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

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

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

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Oak Harbor Wealth Partners's TWLO Position: Q2 2024 in Review

Oak Harbor Wealth Partners sold out of Twilio (TWLO) in Q2 2024, closing a stake of 3,800 shares — an estimated $232K sold.

Oak Harbor Wealth Partners first reported a position in TWLO in Q1 2023 and held it in 5 quarters. The position peaked at $496K in Q2 2023. 603 funds tracked by Wall St. Rank hold TWLO as of Q2 2024.

Oak Harbor Wealth Partners reported no remaining Twilio position as of Q2 2024 after selling out during the quarter.
Oak Harbor Wealth Partners sold 3,800 Twilio shares in Q2 2024, an estimated $232K.
Oak Harbor Wealth Partners first reported a position in Twilio in Q1 2023 and held it in 5 quarters.
Oak Harbor Wealth Partners's Twilio position peaked at $496K in Q2 2023.
603 funds tracked by Wall St. Rank held Twilio as of Q2 2024.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2024, filed 18 Jul 2024.