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Sheaff Brock Investment Advisors’s Twilio TWLO Stock Holding History

Sheaff Brock Investment Advisors’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 		$422K Hold
4,305
– – 0.04% 287
2024
Q4 		$465K Hold
4,305
– – 0.04% 265
2024
Q3 		$281K Sell
4,305
-8
-0.2% -$479 0.02% 338
2024
Q2 		$245K Sell
4,313
-500
-10% -$29.5K 0.02% 350
2024
Q1 		$294K Sell
4,813
-514
-10% -$33.9K 0.02% 357
2023
Q4 		$404K Sell
5,327
-100
-2% -$6.23K 0.03% 294
2023
Q3 		$318K Hold
5,427
– – 0.03% 316
2023
Q2 		$345K Sell
5,427
-100
-2% -$5.9K 0.03% 322
2023
Q1 		$368K Hold
5,527
– – 0.03% 315
2022
Q4 		$271K Sell
5,527
-65
-1% -$3.7K 0.03% 359
2022
Q3 		$387K Buy
5,592
+130
+2% +$10.4K 0.04% 278
2022
Q2 		$458K Buy
5,462
+150
+3% +$16.8K 0.04% 260
2022
Q1 		$875K Buy
5,312
+185
+4% +$33.7K 0.06% 197
2021
Q4 		$1.35M Sell
5,127
-2
-0% -$598 0.09% 148
2021
Q3 		$1.64M Sell
5,129
-108
-2% -$39.3K 0.12% 120
2021
Q2 		$2.06M Buy
5,237
+22
+0.4% +$7.64K 0.15% 98
2021
Q1 		$1.78M Sell
5,215
-235
-4% -$88K 0.14% 97
2020
Q4 		$1.84M Buy
5,450
+441
+9% +$138K 0.15% 87
2020
Q3 		$1.24M Buy
5,009
+100
+2% +$24.7K 0.11% 119
2020
Q2 		$1.08M Sell
4,909
-5,000
-50% -$803K 0.11% 116
2020
Q1 		$887K Buy
9,909
+369
+4% +$40.5K 0.12% 109
2019
Q4 		$938K Sell
9,540
-1,110
-10% -$113K 0.09% 154
2019
Q3 		$1.17M Buy
10,650
+2,160
+25% +$280K 0.13% 115
2019
Q2 		$1.16M Buy
8,490
+620
+8% +$82.6K 0.12% 117
2019
Q1 		$1.02M Buy
+7,870
New +$886K 0.12% 139
2016
Q4 		– Sell
-4,200
Closed -$270K – 649
2016
Q3 		$270K Buy
+4,200
New +$210K 0.04% 386

Other funds holding TWLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sheaff Brock Investment Advisors's TWLO Position: Q1 2025 in Review

Sheaff Brock Investment Advisors held its Twilio (TWLO) position steady in Q1 2025 at 4,305 shares worth $422K. The position accounts for 0.04% of the portfolio, ranked #287.

Sheaff Brock Investment Advisors first reported a position in TWLO in Q3 2016 and has held it in 26 quarters since. The position peaked at $2.06M in Q2 2021. 776 funds tracked by Wall St. Rank hold TWLO as of Q1 2025.

  • Sheaff Brock Investment Advisors held 4,305 shares of Twilio worth $422K as of Q1 2025.
  • Sheaff Brock Investment Advisors left its Twilio share count unchanged in Q1 2025.
  • Twilio made up 0.04% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #287 holding.
  • Sheaff Brock Investment Advisors first reported a position in Twilio in Q3 2016 and has held it in 26 quarters since.
  • Sheaff Brock Investment Advisors's Twilio position peaked at $2.06M in Q2 2021.
  • 776 funds tracked by Wall St. Rank held Twilio as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.