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VisionPoint Advisory Group’s Twilio TWLO Stock Holding History

VisionPoint Advisory Group’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
-50
Closed -$2.84K – 743
2024
Q2 		$2.84K Sell
50
-28
-36% -$1.65K ﹤0.01% 620
2024
Q1 		$4.77K Sell
78
-21
-21% -$1.38K ﹤0.01% 551
2023
Q4 		$7.51K Sell
99
-2
-2% -$125 ﹤0.01% 444
2023
Q3 		$5.91K Sell
101
-11
-10% -$686 ﹤0.01% 486
2023
Q2 		$7.12K Buy
+112
New +$6.61K ﹤0.01% 427
2021
Q4 		– Sell
-13,470
Closed -$4.18M – 106
2021
Q3 		$4.18M Buy
13,470
+2,482
+23% +$904K 1.87% 19
2021
Q2 		$4.33M Buy
10,988
+4,077
+59% +$1.42M 1.93% 15
2021
Q1 		$2.35M Buy
6,911
+3,549
+106% +$1.33M 1.13% 28
2020
Q4 		$1.14M Buy
+3,362
New +$1.05M 0.57% 43

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

VisionPoint Advisory Group's TWLO Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Twilio (TWLO) in Q3 2024, closing a stake of 50 shares — an estimated $2.84K sold.

VisionPoint Advisory Group first reported a position in TWLO in Q4 2020 and held it in 9 quarters. The position peaked at $4.33M in Q2 2021. 607 funds tracked by Wall St. Rank hold TWLO as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining Twilio position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 50 Twilio shares in Q3 2024, an estimated $2.84K.
  • VisionPoint Advisory Group first reported a position in Twilio in Q4 2020 and held it in 9 quarters.
  • VisionPoint Advisory Group's Twilio position peaked at $4.33M in Q2 2021.
  • 607 funds tracked by Wall St. Rank held Twilio as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.