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Quadrant Private Wealth Management’s Twilio TWLO Stock Holding History

Quadrant 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
-4,436
Closed -$260K – 258
2023
Q3 		$260K Buy
+4,436
New +$276K 0.09% 178

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

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

Quadrant Private Wealth Management sold out of Twilio (TWLO) in Q4 2023, closing a stake of 4,436 shares — an estimated $260K sold.

Quadrant Private Wealth Management first reported a position in TWLO in Q3 2023 and held it in 1 quarter. The position peaked at $260K in Q3 2023. 659 funds tracked by Wall St. Rank hold TWLO as of Q4 2023.

  • Quadrant Private Wealth Management reported no remaining Twilio position as of Q4 2023 after selling out during the quarter.
  • Quadrant Private Wealth Management sold 4,436 Twilio shares in Q4 2023, an estimated $260K.
  • Quadrant Private Wealth Management first reported a position in Twilio in Q3 2023 and held it in 1 quarter.
  • Quadrant Private Wealth Management's Twilio position peaked at $260K in Q3 2023.
  • 659 funds tracked by Wall St. Rank held Twilio as of Q4 2023.

Based on Quadrant Private Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.