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Surience Private Wealth’s Twilio TWLO Stock Holding History

Surience Private 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
-60,958
Closed -$3.73M – 44
2024
Q1 		$3.73M Buy
+60,958
New +$4.01M 3.53% 12

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 $105B AUM 38.07% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Surience Private Wealth's TWLO Position: Q2 2024 in Review

Surience Private Wealth sold out of Twilio (TWLO) in Q2 2024, closing a stake of 60,958 shares — an estimated $3.73M sold.

Surience Private Wealth first reported a position in TWLO in Q1 2024 and held it in 1 quarter. The position peaked at $3.73M in Q1 2024. 604 funds tracked by Wall St. Rank hold TWLO as of Q2 2024.

  • Surience Private Wealth reported no remaining Twilio position as of Q2 2024 after selling out during the quarter.
  • Surience Private Wealth sold 60,958 Twilio shares in Q2 2024, an estimated $3.73M.
  • Surience Private Wealth first reported a position in Twilio in Q1 2024 and held it in 1 quarter.
  • Surience Private Wealth's Twilio position peaked at $3.73M in Q1 2024.
  • 604 funds tracked by Wall St. Rank held Twilio as of Q2 2024.

Based on Surience Private Wealth's 13F filing for Q2 2024, filed 9 Aug 2024.