AIM
TWLO icon

Act II Management’s Twilio TWLO Stock Holding History

Act II 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
2019
Q1 		– Sell
-33,459
Closed -$2.99M – 29
2018
Q4 		$2.99M Hold
33,459
– – 2.68% 12
2018
Q3 		$2.89M Sell
33,459
-65,000
-66% -$4.75M 2.02% 19
2018
Q2 		$5.52M Sell
98,459
-15,000
-13% -$743K 3.92% 11
2018
Q1 		$4.33M Buy
113,459
+53,459
+89% +$1.69M 3.06% 13
2017
Q4 		$1.42M Buy
+60,000
New +$1.68M 0.91% 20

Other funds holding TWLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
FAM
Foxhaven Asset Management Charlottesville, Virginia $3.19B AUM 12.34% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Act II Management's TWLO Position: Q1 2019 in Review

Act II Management sold out of Twilio (TWLO) in Q1 2019, closing a stake of 33,459 shares — an estimated $2.99M sold.

Act II Management first reported a position in TWLO in Q4 2017 and held it in 5 quarters. The position peaked at $5.52M in Q2 2018. 524 funds tracked by Wall St. Rank hold TWLO as of Q1 2019.

  • Act II Management reported no remaining Twilio position as of Q1 2019 after selling out during the quarter.
  • Act II Management sold 33,459 Twilio shares in Q1 2019, an estimated $2.99M.
  • Act II Management first reported a position in Twilio in Q4 2017 and held it in 5 quarters.
  • Act II Management's Twilio position peaked at $5.52M in Q2 2018.
  • 524 funds tracked by Wall St. Rank held Twilio as of Q1 2019.

Based on Act II Management's 13F filing for Q1 2019, filed 14 May 2019.