Prosperity Financial Group’s Twilio TWLO Stock Holding History

Prosperity Financial Group’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
2025 Q1	–	Sell	-2,000	Closed	-$216K	–	198
2024 Q4	$216K	Buy	+2,000	New	+$183K	0.11%	150

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

SHCM

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

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prosperity Financial Group's TWLO Position: Q1 2025 in Review

Prosperity Financial Group sold out of Twilio (TWLO) in Q1 2025, closing a stake of 54 shares — an estimated $5.84K sold.

Prosperity Financial Group first reported a position in TWLO in Q4 2024 and held it in 1 quarter. The position peaked at $5.84K in Q4 2024. 776 funds tracked by Wall St. Rank hold TWLO as of Q1 2025.

Prosperity Financial Group reported no remaining Twilio position as of Q1 2025 after selling out during the quarter.
Prosperity Financial Group sold 54 Twilio shares in Q1 2025, an estimated $5.84K.
Prosperity Financial Group first reported a position in Twilio in Q4 2024 and held it in 1 quarter.
Prosperity Financial Group's Twilio position peaked at $5.84K in Q4 2024.
776 funds tracked by Wall St. Rank held Twilio as of Q1 2025.

Based on Prosperity Financial Group's 13F filing for Q1 2025, filed 15 May 2025.