WWP
TWLO icon

WR Wealth Planners’s Twilio TWLO Stock Holding History

WR Wealth Planners’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
Q4 		$4.76K Sell
44
-1
-2% -$91 ﹤0.01% 713
2024
Q3 		$2.94K Hold
45
– – ﹤0.01% 828
2024
Q2 		$2.56K Buy
45
+11
+32% +$649 ﹤0.01% 834
2024
Q1 		$2.08K Buy
+34
New +$2.24K ﹤0.01% 877
2023
Q4 		– Sell
-40
Closed -$2.34K – 810
2023
Q3 		$2.34K Buy
+40
New +$2.49K ﹤0.01% 759

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WR Wealth Planners's TWLO Position: Q4 2024 in Review

WR Wealth Planners reduced its Twilio (TWLO) stake by 2.2% in Q4 2024, selling an estimated $91 and leaving 44 shares worth $4.76K. The position accounts for ﹤0.01% of the portfolio, ranked #713.

WR Wealth Planners first reported a position in TWLO in Q3 2023 and has held it in 5 quarters since. 748 funds tracked by Wall St. Rank hold TWLO as of Q4 2024.

  • WR Wealth Planners held 44 shares of Twilio worth $4.76K as of Q4 2024.
  • WR Wealth Planners sold 1 Twilio share in Q4 2024, an estimated $91.
  • Twilio made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #713 holding.
  • WR Wealth Planners first reported a position in Twilio in Q3 2023 and has held it in 5 quarters since.
  • 748 funds tracked by Wall St. Rank held Twilio as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.