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BKS Advisors’s Twilio TWLO Stock Holding History

BKS 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
2019
Q1 		$1.45M Buy
11,216
+5,600
+100% +$631K 0.58% 51
2018
Q4 		$502K Buy
5,616
+3,200
+132% +$260K 0.23% 107
2018
Q3 		$208K Buy
+2,416
New +$177K 0.08% 205
2017
Q4 		– Sell
-14,416
Closed -$430K – 219
2017
Q3 		$430K Buy
14,416
+3,000
+26% +$89.9K 0.17% 129
2017
Q2 		$332K Sell
11,416
-17,000
-60% -$465K 0.14% 145
2017
Q1 		$820K Sell
28,416
-4,100
-13% -$124K 0.36% 78
2016
Q4 		$938K Buy
+32,516
New +$1.22M 0.44% 70

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

BKS Advisors's TWLO Position: Q1 2019 in Review

BKS Advisors increased its Twilio (TWLO) stake by 100% in Q1 2019, buying an estimated $631K and bringing the position to 11,216 shares worth $1.45M. The position accounts for 0.58% of the portfolio, ranked #51.

BKS Advisors first reported a position in TWLO in Q4 2016 and has held it in 7 quarters since. 524 funds tracked by Wall St. Rank hold TWLO as of Q1 2019.

  • BKS Advisors held 11,216 shares of Twilio worth $1.45M as of Q1 2019.
  • BKS Advisors bought 5,600 Twilio shares in Q1 2019, an estimated $631K.
  • Twilio made up 0.58% of BKS Advisors's portfolio in Q1 2019, its #51 holding.
  • BKS Advisors first reported a position in Twilio in Q4 2016 and has held it in 7 quarters since.
  • 524 funds tracked by Wall St. Rank held Twilio as of Q1 2019.

Based on BKS Advisors's 13F filing for Q1 2019, filed 16 Apr 2019.