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 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

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

Tradition Wealth Management's TWLO Position: Q1 2024 in Review

Tradition Wealth Management sold out of Twilio (TWLO) in Q1 2024, closing a stake of 553 shares — an estimated $42K sold.

Tradition Wealth Management first reported a position in TWLO in Q4 2020 and held it in 13 quarters. The position peaked at $135K in Q1 2021. 626 funds tracked by Wall St. Rank hold TWLO as of Q1 2024.

Tradition Wealth Management reported no remaining Twilio position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 553 Twilio shares in Q1 2024, an estimated $42K.
Tradition Wealth Management first reported a position in Twilio in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's Twilio position peaked at $135K in Q1 2021.
626 funds tracked by Wall St. Rank held Twilio as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.