WWM
TWLO icon

Western Wealth Management’s Twilio TWLO Stock Holding History

Western Wealth 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
2024
Q1 		– Sell
-3,456
Closed -$262K – 726
2023
Q4 		$262K Buy
+3,456
New +$215K 0.02% 584
2022
Q4 		– Sell
-6,331
Closed -$439K – 784
2022
Q3 		$439K Buy
+6,331
New +$506K 0.03% 529
2022
Q2 		– Sell
-1,873
Closed -$309K – 855
2022
Q1 		$309K Sell
1,873
-285
-13% -$51.9K 0.02% 663
2021
Q4 		$570K Buy
+2,158
New +$645K 0.06% 300
2021
Q2 		$712K Sell
1,796
-226
-11% -$78.5K 0.07% 279
2021
Q1 		$689K Buy
2,022
+180
+10% +$67.4K 0.09% 219
2020
Q4 		$624K Buy
1,842
+236
+15% +$73.7K 0.09% 219
2020
Q3 		$397K Buy
1,606
+505
+46% +$125K 0.06% 281
2020
Q2 		$242K Buy
+1,101
New +$177K 0.04% 357

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