SFG
TWLO icon

Synergy Financial Group’s Twilio TWLO Stock Holding History

Synergy Financial 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
Q1 		– Sell
-3,286
Closed -$249K – 88
2023
Q4 		$249K Sell
3,286
-191
-5% -$11.9K 0.31% 71
2023
Q3 		$204K Sell
3,477
-243
-7% -$15.1K 0.28% 76
2023
Q2 		$237K Hold
3,720
– – 0.32% 70
2023
Q1 		$248K Buy
+3,720
New +$229K 0.4% 65
2022
Q4 		– Sell
-6,284
Closed -$434K – 86
2022
Q3 		$434K Hold
6,284
– – 0.65% 47
2022
Q2 		$527K Buy
6,284
+49
+0.8% +$5.48K 0.83% 40
2022
Q1 		$1.03M Buy
6,235
+1,467
+31% +$267K 1.08% 27
2021
Q4 		$1.26M Buy
+4,768
New +$1.43M 1.13% 23

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
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
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Synergy Financial Group's TWLO Position: Q1 2024 in Review

Synergy Financial Group sold out of Twilio (TWLO) in Q1 2024, closing a stake of 3,286 shares — an estimated $249K sold.

Synergy Financial Group first reported a position in TWLO in Q4 2021 and held it in 8 quarters. The position peaked at $1.26M in Q4 2021. 626 funds tracked by Wall St. Rank hold TWLO as of Q1 2024.

  • Synergy Financial Group reported no remaining Twilio position as of Q1 2024 after selling out during the quarter.
  • Synergy Financial Group sold 3,286 Twilio shares in Q1 2024, an estimated $249K.
  • Synergy Financial Group first reported a position in Twilio in Q4 2021 and held it in 8 quarters.
  • Synergy Financial Group's Twilio position peaked at $1.26M in Q4 2021.
  • 626 funds tracked by Wall St. Rank held Twilio as of Q1 2024.

Based on Synergy Financial Group's 13F filing for Q1 2024, filed 15 May 2024.