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Wetzel Investment Advisors’s Twilio TWLO Stock Holding History

Wetzel Investment Advisors’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
-1,180
Closed -$72.2K – 831
2024
Q2 		$72.2K Hold
1,180
– – 0.04% 205
2024
Q1 		$68.9K Sell
1,180
-120
-9% -$7.9K 0.04% 215
2023
Q4 		$99K Buy
+1,300
New +$81K 0.06% 178

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 $3.38T AUM 44.17% 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

Wetzel Investment Advisors's TWLO Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Twilio (TWLO) in Q3 2024, closing a stake of 1,180 shares — an estimated $72.2K sold.

Wetzel Investment Advisors first reported a position in TWLO in Q4 2023 and held it in 3 quarters. The position peaked at $99K in Q4 2023. 607 funds tracked by Wall St. Rank hold TWLO as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Twilio position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 1,180 Twilio shares in Q3 2024, an estimated $72.2K.
  • Wetzel Investment Advisors first reported a position in Twilio in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Twilio position peaked at $99K in Q4 2023.
  • 607 funds tracked by Wall St. Rank held Twilio as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.