SW
TWLO icon

SteelPeak Wealth’s Twilio TWLO Stock Holding History

SteelPeak Wealth’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
Q2 		– Sell
-7,808
Closed -$477K – 607
2024
Q1 		$477K Buy
7,808
+3,360
+76% +$221K 0.02% 308
2023
Q4 		$337K Sell
4,448
-312
-7% -$19.4K 0.02% 325
2023
Q3 		$279K Buy
4,760
+290
+6% +$18.1K 0.02% 337
2023
Q2 		$284K Sell
4,470
-11,132
-71% -$657K 0.02% 330
2023
Q1 		$1.04M Buy
15,602
+3,057
+24% +$189K 0.07% 164
2022
Q4 		$614K Sell
12,545
-3,082
-20% -$175K 0.05% 218
2022
Q3 		$1.08M Buy
15,627
+11,476
+276% +$917K 0.08% 160
2022
Q2 		$348K Sell
4,151
-438
-10% -$49K 0.03% 298
2022
Q1 		$757K Buy
4,589
+3,383
+281% +$616K 0.04% 220
2021
Q4 		$318K Sell
1,206
-1,324
-52% -$396K 0.02% 321
2021
Q3 		$807K Sell
2,530
-4,661
-65% -$1.7M 0.05% 186
2021
Q2 		$2.83M Buy
7,191
+597
+9% +$207K 0.2% 95
2021
Q1 		$2.25M Buy
6,594
+1,320
+25% +$494K 0.18% 98
2020
Q4 		$1.78M Buy
5,274
+668
+15% +$209K 0.16% 107
2020
Q3 		$1.14M Buy
4,606
+823
+22% +$203K 0.12% 124
2020
Q2 		$830K Hold
3,783
– – 0.1% 138
2020
Q1 		$339K Buy
3,783
+163
+5% +$17.9K 0.05% 165
2019
Q4 		$356K Buy
+3,620
New +$370K 0.05% 188

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
KCM
Kodai Capital Management Chicago, Illinois $2.53B AUM 13.55% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return