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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 – 435
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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Stonegate Investment Group's TWLO Position: Q4 2024 in Review

Stonegate Investment Group sold out of Twilio (TWLO) in Q4 2024, closing a stake of 15,000 shares — an estimated $978K sold.

Stonegate Investment Group first reported a position in TWLO in Q4 2022 and held it in 8 quarters. The position peaked at $1.52M in Q4 2023. 748 funds tracked by Wall St. Rank hold TWLO as of Q4 2024.

  • Stonegate Investment Group reported no remaining Twilio position as of Q4 2024 after selling out during the quarter.
  • Stonegate Investment Group sold 15,000 Twilio shares in Q4 2024, an estimated $978K.
  • Stonegate Investment Group first reported a position in Twilio in Q4 2022 and held it in 8 quarters.
  • Stonegate Investment Group's Twilio position peaked at $1.52M in Q4 2023.
  • 748 funds tracked by Wall St. Rank held Twilio as of Q4 2024.

Based on Stonegate Investment Group's 13F filing for Q4 2024, filed 22 Jan 2025.