Texas Capital Bank Wealth Management Services’s Twilio TWLO Stock Holding History

Texas Capital Bank Wealth Management Services’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 Q3	–	Sell	-50,000	Closed	-$2.84M	–	232
2024 Q2	$2.84M	Buy	50,000 +30,000	+150%	+$1.77M	0.3%	45
2024 Q1	$1.22M	Buy	20,000 +17,000	+567%	+$1.12M	0.13%	68
2023 Q4	$228K	Sell	3,000 -9,000	-75%	-$561K	0.03%	170
2023 Q3	$702K	Hold	12,000	–	–	0.09%	99
2023 Q2	$763K	Buy	12,000 +6,000	+100%	+$354K	0.08%	103
2023 Q1	$400K	Buy	+6,000	New	+$370K	0.05%	128

Other funds holding TWLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Texas Capital Bank Wealth Management Services's TWLO Position: Q3 2024 in Review

Texas Capital Bank Wealth Management Services sold out of Twilio (TWLO) in Q3 2024, closing a stake of 50,000 shares — an estimated $2.84M sold.

Texas Capital Bank Wealth Management Services first reported a position in TWLO in Q1 2023 and held it in 6 quarters. The position peaked at $2.84M in Q2 2024. 607 funds tracked by Wall St. Rank hold TWLO as of Q3 2024.

Texas Capital Bank Wealth Management Services reported no remaining Twilio position as of Q3 2024 after selling out during the quarter.
Texas Capital Bank Wealth Management Services sold 50,000 Twilio shares in Q3 2024, an estimated $2.84M.
Texas Capital Bank Wealth Management Services first reported a position in Twilio in Q1 2023 and held it in 6 quarters.
Texas Capital Bank Wealth Management Services's Twilio position peaked at $2.84M in Q2 2024.
607 funds tracked by Wall St. Rank held Twilio as of Q3 2024.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q3 2024, filed 14 Nov 2024.