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PFG Private Wealth Management’s Twilio TWLO Stock Holding History

PFG Private 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
Q4 		– Sell
-2,104
Closed -$123K – 297
2023
Q3 		$123K Buy
+2,104
New +$131K 0.09% 54

Other funds holding TWLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

PFG Private Wealth Management's TWLO Position: Q4 2023 in Review

PFG Private Wealth Management sold out of Twilio (TWLO) in Q4 2023, closing a stake of 2,104 shares — an estimated $123K sold.

PFG Private Wealth Management first reported a position in TWLO in Q3 2023 and held it in 1 quarter. The position peaked at $123K in Q3 2023. 659 funds tracked by Wall St. Rank hold TWLO as of Q4 2023.

  • PFG Private Wealth Management reported no remaining Twilio position as of Q4 2023 after selling out during the quarter.
  • PFG Private Wealth Management sold 2,104 Twilio shares in Q4 2023, an estimated $123K.
  • PFG Private Wealth Management first reported a position in Twilio in Q3 2023 and held it in 1 quarter.
  • PFG Private Wealth Management's Twilio position peaked at $123K in Q3 2023.
  • 659 funds tracked by Wall St. Rank held Twilio as of Q4 2023.

Based on PFG Private Wealth Management's 13F filing for Q4 2023, filed 22 Jan 2024.