VA
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Valmark Advisers’s Twilio TWLO Stock Holding History

Valmark Advisers’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
-14,919
Closed -$1.13M – 545
2023
Q4 		$1.13M Sell
14,919
-1,275
-8% -$79.5K 0.02% 233
2023
Q3 		$948K Sell
16,194
-252
-2% -$15.7K 0.02% 234
2023
Q2 		$1.05M Buy
16,446
+7,035
+75% +$415K 0.02% 223
2023
Q1 		$627K Buy
+9,411
New +$580K 0.01% 287
2022
Q1 		– Sell
-1,651
Closed -$435K – 443
2021
Q4 		$435K Sell
1,651
-758
-31% -$227K 0.01% 299
2021
Q3 		$769K Buy
2,409
+65
+3% +$23.7K 0.01% 222
2021
Q2 		$924K Sell
2,344
-45
-2% -$15.6K 0.02% 196
2021
Q1 		$814K Sell
2,389
-5,181
-68% -$1.94M 0.02% 209
2020
Q4 		$2.56M Buy
7,570
+1,136
+18% +$355K 0.05% 85
2020
Q3 		$1.59M Buy
6,434
+1,852
+40% +$457K 0.04% 98
2020
Q2 		$1M Buy
+4,582
New +$736K 0.02% 114

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