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Stonegate Investment Group’s Twilio TWLO Stock Holding History

Stonegate Investment Group’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
Q4 		– Sell
-15,000
Closed -$978K – 436
2024
Q3 		$978K Sell
15,000
-5,000
-25% -$299K 0.03% 168
2024
Q2 		$1.14M Sell
20,000
-45
-0.2% -$2.65K 0.03% 158
2024
Q1 		$1.23M Hold
20,045
– – 0.04% 146
2023
Q4 		$1.52M Hold
20,045
– – 0.05% 134
2023
Q3 		$1.17M Hold
20,045
– – 0.04% 143
2023
Q2 		$1.28M Hold
20,045
– – 0.05% 143
2023
Q1 		$1.34M Buy
20,045
+2,000
+11% +$123K 0.05% 135
2022
Q4 		$883K Buy
+18,045
New +$1.03M 0.04% 152

Other funds holding TWLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return