VA
TWLO icon

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 $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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Bank of New York Mellon
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

Valmark Advisers's TWLO Position: Q1 2024 in Review

Valmark Advisers sold out of Twilio (TWLO) in Q1 2024, closing a stake of 14,919 shares — an estimated $1.13M sold.

Valmark Advisers first reported a position in TWLO in Q2 2020 and held it in 11 quarters. The position peaked at $2.56M in Q4 2020. 626 funds tracked by Wall St. Rank hold TWLO as of Q1 2024.

  • Valmark Advisers reported no remaining Twilio position as of Q1 2024 after selling out during the quarter.
  • Valmark Advisers sold 14,919 Twilio shares in Q1 2024, an estimated $1.13M.
  • Valmark Advisers first reported a position in Twilio in Q2 2020 and held it in 11 quarters.
  • Valmark Advisers's Twilio position peaked at $2.56M in Q4 2020.
  • 626 funds tracked by Wall St. Rank held Twilio as of Q1 2024.

Based on Valmark Advisers's 13F filing for Q1 2024, filed 6 May 2024.