Balasa Dinverno & Foltz’s Twilio TWLO Stock Holding History

Balasa Dinverno & Foltz’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 Q2	–	Sell	-1,718	Closed	-$222K	–	261
2019 Q1	$222K	Buy	+1,718	New	+$193K	0.03%	224

Other funds holding TWLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FAM

Foxhaven Asset Management Charlottesville, Virginia $3.19B AUM 12.34% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Balasa Dinverno & Foltz's TWLO Position: Q2 2019 in Review

Balasa Dinverno & Foltz sold out of Twilio (TWLO) in Q2 2019, closing a stake of 1,718 shares — an estimated $222K sold.

Balasa Dinverno & Foltz first reported a position in TWLO in Q1 2019 and held it in 1 quarter. The position peaked at $222K in Q1 2019. 562 funds tracked by Wall St. Rank hold TWLO as of Q2 2019.

Balasa Dinverno & Foltz reported no remaining Twilio position as of Q2 2019 after selling out during the quarter.
Balasa Dinverno & Foltz sold 1,718 Twilio shares in Q2 2019, an estimated $222K.
Balasa Dinverno & Foltz first reported a position in Twilio in Q1 2019 and held it in 1 quarter.
Balasa Dinverno & Foltz's Twilio position peaked at $222K in Q1 2019.
562 funds tracked by Wall St. Rank held Twilio as of Q2 2019.

Based on Balasa Dinverno & Foltz's 13F filing for Q2 2019, filed 7 Aug 2019.