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
2022 Q1	–	Sell	-400	Closed	-$106K	–	486
2021 Q4	$106K	Buy	+400	New	+$120K	0.01%	392

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

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 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 Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

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

SteelPeak Wealth's TWLO Position: Q2 2024 in Review

SteelPeak Wealth sold out of Twilio (TWLO) in Q2 2024, closing a stake of 7,808 shares — an estimated $477K sold.

SteelPeak Wealth first reported a position in TWLO in Q4 2019 and held it in 18 quarters. The position peaked at $2.83M in Q2 2021. 603 funds tracked by Wall St. Rank hold TWLO as of Q2 2024.

SteelPeak Wealth reported no remaining Twilio position as of Q2 2024 after selling out during the quarter.
SteelPeak Wealth sold 7,808 Twilio shares in Q2 2024, an estimated $477K.
SteelPeak Wealth first reported a position in Twilio in Q4 2019 and held it in 18 quarters.
SteelPeak Wealth's Twilio position peaked at $2.83M in Q2 2021.
603 funds tracked by Wall St. Rank held Twilio as of Q2 2024.

Based on SteelPeak Wealth's 13F filing for Q2 2024, filed 17 Jul 2024.