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Atlas Private Wealth Management’s Twilio TWLO Stock Holding History

Atlas Private 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
2020
Q2 		– Sell
-130
Closed -$12K – 485
2020
Q1 		$12K Hold
130
– – 0.01% 296
2019
Q4 		$13K Buy
+130
New +$13.3K 0.01% 328

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
SM
SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Atlas Private Wealth Management's TWLO Position: Q2 2020 in Review

Atlas Private Wealth Management sold out of Twilio (TWLO) in Q2 2020, closing a stake of 130 shares — an estimated $12K sold.

Atlas Private Wealth Management first reported a position in TWLO in Q4 2019 and held it in 2 quarters. The position peaked at $13K in Q4 2019. 677 funds tracked by Wall St. Rank hold TWLO as of Q2 2020.

  • Atlas Private Wealth Management reported no remaining Twilio position as of Q2 2020 after selling out during the quarter.
  • Atlas Private Wealth Management sold 130 Twilio shares in Q2 2020, an estimated $12K.
  • Atlas Private Wealth Management first reported a position in Twilio in Q4 2019 and held it in 2 quarters.
  • Atlas Private Wealth Management's Twilio position peaked at $13K in Q4 2019.
  • 677 funds tracked by Wall St. Rank held Twilio as of Q2 2020.

Based on Atlas Private Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.