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Triad Wealth Partners’s Twilio TWLO Stock Holding History

Triad Wealth Partners’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
-64
Closed -$3.64K – 841
2024
Q2 		$3.64K Buy
+64
New +$3.78K ﹤0.01% 638

Other funds holding TWLO

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
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
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
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Triad Wealth Partners's TWLO Position: Q3 2024 in Review

Triad Wealth Partners sold out of Twilio (TWLO) in Q3 2024, closing a stake of 64 shares — an estimated $3.64K sold.

Triad Wealth Partners first reported a position in TWLO in Q2 2024 and held it in 1 quarter. The position peaked at $3.64K in Q2 2024. 607 funds tracked by Wall St. Rank hold TWLO as of Q3 2024.

  • Triad Wealth Partners reported no remaining Twilio position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 64 Twilio shares in Q3 2024, an estimated $3.64K.
  • Triad Wealth Partners first reported a position in Twilio in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Twilio position peaked at $3.64K in Q2 2024.
  • 607 funds tracked by Wall St. Rank held Twilio as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.