VFA
TWLO icon

Valeo Financial Advisors’s Twilio TWLO Stock Holding History

Valeo Financial Advisors’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
2026
Q2 		$492K Buy
+2,382
New +$422K 0.01% 455
2022
Q2 		– Sell
-2,624
Closed -$432K – 646
2022
Q1 		$432K Buy
2,624
+580
+28% +$106K 0.02% 360
2021
Q4 		$538K Buy
2,044
+745
+57% +$223K 0.03% 287
2021
Q3 		$414K Buy
1,299
+629
+94% +$229K 0.02% 341
2021
Q2 		$264K Sell
670
-60
-8% -$20.8K 0.02% 384
2021
Q1 		$249K Sell
730
-391
-35% -$146K 0.01% 393
2020
Q4 		$379K Buy
1,121
+458
+69% +$143K 0.02% 288
2020
Q3 		$164K Sell
663
-373
-36% -$92K 0.01% 361
2020
Q2 		$227K Sell
1,036
-374
-27% -$60.1K 0.02% 295
2020
Q1 		$134K Buy
1,410
+174
+14% +$19.1K 0.01% 360
2019
Q4 		$121K Buy
1,236
+550
+80% +$56.2K 0.01% 424
2019
Q3 		$75K Buy
686
+404
+143% +$52.4K 0.01% 497
2019
Q2 		$38K Buy
282
+102
+57% +$13.6K ﹤0.01% 681
2019
Q1 		$23K Buy
+180
New +$20.3K ﹤0.01% 754
2018
Q4 		– Sell
-50
Closed -$4K – 1729
2018
Q3 		$4K Hold
50
– – ﹤0.01% 1298
2018
Q2 		$4K Sell
50
-105
-68% -$5.2K ﹤0.01% 1211
2018
Q1 		$6K Sell
155
-25
-14% -$792 ﹤0.01% 1098
2017
Q4 		$4K Buy
180
+100
+125% +$2.81K ﹤0.01% 1083
2017
Q3 		$2K Buy
+80
New +$2.4K ﹤0.01% 1047

Other funds holding TWLO

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $921M AUM 207.76% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CA
Cache Advisors San Francisco, California $1.18B AUM 44.04% 1-Year Est. Return
WF
WinCap Financial Boston, Massachusetts $185M AUM 38.6% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return