WIM
TWLO icon

WealthPlan Investment Management’s Twilio TWLO Stock Holding History

WealthPlan Investment Management’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
2023
Q3 		– Sell
-14
Closed -$891 – 343
2023
Q2 		$891 Hold
14
– – ﹤0.01% 338
2023
Q1 		$933 Buy
+14
New +$864 ﹤0.01% 411

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
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
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

WealthPlan Investment Management's TWLO Position: Q3 2023 in Review

WealthPlan Investment Management sold out of Twilio (TWLO) in Q3 2023, closing a stake of 14 shares — an estimated $891 sold.

WealthPlan Investment Management first reported a position in TWLO in Q1 2023 and held it in 2 quarters. The position peaked at $933 in Q1 2023. 605 funds tracked by Wall St. Rank hold TWLO as of Q3 2023.

  • WealthPlan Investment Management reported no remaining Twilio position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 14 Twilio shares in Q3 2023, an estimated $891.
  • WealthPlan Investment Management first reported a position in Twilio in Q1 2023 and held it in 2 quarters.
  • WealthPlan Investment Management's Twilio position peaked at $933 in Q1 2023.
  • 605 funds tracked by Wall St. Rank held Twilio as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.