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Rockbridge Investment Management’s Twilio TWLO Stock Holding History

Rockbridge Investment 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
2024
Q1 		– Sell
-195
Closed -$14.8K – 583
2023
Q4 		$14.8K Buy
+195
New +$12.2K ﹤0.01% 361
2022
Q3 		– Sell
-61
Closed -$5.11K – 555
2022
Q2 		$5.11K Sell
61
-41
-40% -$4.59K ﹤0.01% 458
2022
Q1 		$17.3K Buy
102
+89
+685% +$16.2K ﹤0.01% 434
2021
Q4 		$3K Hold
13
– – ﹤0.01% 705
2021
Q3 		$4K Hold
13
– – ﹤0.01% 631
2021
Q2 		$5K Hold
13
– – ﹤0.01% 614
2021
Q1 		$4K Buy
+13
New +$4.87K ﹤0.01% 601
2020
Q3 		– Sell
-6
Closed -$1K – 679
2020
Q2 		$1K Buy
+6
New +$963 ﹤0.01% 609

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

Rockbridge Investment Management's TWLO Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Twilio (TWLO) in Q1 2024, closing a stake of 195 shares — an estimated $14.8K sold.

Rockbridge Investment Management first reported a position in TWLO in Q2 2020 and held it in 8 quarters. The position peaked at $17.3K in Q1 2022. 626 funds tracked by Wall St. Rank hold TWLO as of Q1 2024.

  • Rockbridge Investment Management reported no remaining Twilio position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 195 Twilio shares in Q1 2024, an estimated $14.8K.
  • Rockbridge Investment Management first reported a position in Twilio in Q2 2020 and held it in 8 quarters.
  • Rockbridge Investment Management's Twilio position peaked at $17.3K in Q1 2022.
  • 626 funds tracked by Wall St. Rank held Twilio as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.