CWM
TWLO icon

Catamount Wealth Management’s Twilio TWLO Stock Holding History

Catamount 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
2019
Q1 		$4.52M Buy
34,970
+8,285
+31% +$933K 2.57% 13
2018
Q4 		$2.97M Buy
+26,685
New +$2.17M 2.03% 15

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

Catamount Wealth Management's TWLO Position: Q1 2019 in Review

Catamount Wealth Management increased its Twilio (TWLO) stake by 31% in Q1 2019, buying an estimated $933K and bringing the position to 34,970 shares worth $4.52M. The position accounts for 2.57% of the portfolio, ranked #13.

Catamount Wealth Management first reported a position in TWLO in Q4 2018 and has held it in 2 quarters since. 524 funds tracked by Wall St. Rank hold TWLO as of Q1 2019.

  • Catamount Wealth Management held 34,970 shares of Twilio worth $4.52M as of Q1 2019.
  • Catamount Wealth Management bought 8,285 Twilio shares in Q1 2019, an estimated $933K.
  • Twilio made up 2.57% of Catamount Wealth Management's portfolio in Q1 2019, its #13 holding.
  • Catamount Wealth Management first reported a position in Twilio in Q4 2018 and has held it in 2 quarters since.
  • 524 funds tracked by Wall St. Rank held Twilio as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.