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TWA
TCI Wealth Advisors’s
Twilio
TWLO
Stock Holding History
TCI Wealth Advisors’s Portfolio
TWLO Stock Details
TWLO Fund Activity
Bought
Maintained
Sold
Shares
Call Options
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q2
–
Sell
-202
Closed
-$13.5K
–
2095
2023
Q1
$13.5K
Buy
202
+1
+0.5%
+$62
﹤0.01%
907
2022
Q4
$9.84K
Sell
201
-22
-10%
-$1.25K
﹤0.01%
1078
2022
Q3
$15K
Sell
223
-37
-14%
-$2.96K
﹤0.01%
810
2022
Q2
$22K
Sell
260
-169
-39%
-$18.9K
﹤0.01%
617
2022
Q1
$71K
Buy
429
+188
+78%
+$34.3K
0.01%
321
2021
Q4
$63K
Sell
241
-30
-11%
-$8.97K
0.01%
351
2021
Q3
$86K
Buy
271
+4
+1%
+$1.46K
0.01%
316
2021
Q2
$105K
Sell
267
-7
-3%
-$2.43K
0.02%
266
2021
Q1
$93K
Buy
274
+44
+19%
+$16.5K
0.04%
250
2020
Q4
$78K
Buy
230
+20
+10%
+$6.25K
0.03%
263
2020
Q3
$52K
Hold
210
–
–
0.02%
304
2020
Q2
$46K
Hold
210
–
–
0.02%
321
2020
Q1
$19K
Sell
210
-1
-0.5%
-$110
0.01%
458
2019
Q4
$21K
Sell
211
-50
-19%
-$5.11K
0.01%
541
2019
Q3
$29K
Sell
261
-400
-61%
-$51.9K
0.01%
430
2019
Q2
$90K
Buy
661
+300
+83%
+$39.9K
0.04%
226
2019
Q1
$47K
Buy
361
+261
+261%
+$29.4K
0.02%
351
2018
Q4
$9K
Hold
100
–
–
﹤0.01%
657
2018
Q3
$9K
Buy
+100
New
+$7.31K
﹤0.01%
671
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$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
AIM
ARK Investment Management
St. Petersburg, Florida
$12.9B AUM
64.92%
1-Year Est. Return
VOYA Investment Management
Atlanta, Georgia
$96.1B AUM
40.06%
1-Year Est. Return
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo, Japan
$154B AUM
29.96%
1-Year Est. Return
NAMA
Nikko Asset Management Americas
New York
$7.07B AUM
50.91%
1-Year Est. Return
Baillie Gifford & Co
Edinburgh, United Kingdom
$97.9B AUM
20.73%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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