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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
2023
Q4 		– Sell
-12,000
Closed -$702K – 242
2023
Q3 		$702K Buy
+12,000
New +$748K 0.25% 89

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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 $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.