TWM
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Tradition Wealth Management’s Twilio TWLO Stock Holding History

Tradition Wealth Management’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
-553
Closed -$42K – 1127
2023
Q4 		$42K Buy
553
+44
+9% +$2.74K ﹤0.01% 671
2023
Q3 		$30K Hold
509
– – ﹤0.01% 741
2023
Q2 		$32K Sell
509
-87
-15% -$5.13K ﹤0.01% 748
2023
Q1 		$40K Buy
596
+221
+59% +$13.6K 0.01% 678
2022
Q4 		$18K Hold
375
– – ﹤0.01% 775
2022
Q3 		$26K Buy
375
+200
+114% +$16K ﹤0.01% 699
2022
Q2 		$15K Sell
175
-75
-30% -$8.39K ﹤0.01% 725
2022
Q1 		$41K Buy
250
+75
+43% +$13.7K 0.01% 558
2021
Q4 		$46K Sell
175
-20
-10% -$5.98K 0.01% 547
2021
Q3 		$62K Hold
195
– – 0.01% 454
2021
Q2 		$77K Sell
195
-200
-51% -$69.4K 0.01% 440
2021
Q1 		$135K Buy
395
+220
+126% +$82.4K 0.02% 290
2020
Q4 		$59K Buy
+175
New +$54.7K 0.01% 379

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