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Engrave Wealth Partners’s Twilio TWLO Stock Holding History

Engrave Wealth Partners’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
Q3 		– Sell
-192
Closed -$42K – 395
2020
Q2 		$42K Buy
192
+122
+174% +$19.6K 0.04% 127
2020
Q1 		$6K Hold
70
– – 0.01% 265
2019
Q4 		$6K Buy
+70
New +$7.15K 0.01% 349

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 $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
SM
SCGE Management Menlo Park, California $5.9B AUM 8.54% 1-Year Est. Return

Engrave Wealth Partners's TWLO Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Twilio (TWLO) in Q3 2020, closing a stake of 192 shares — an estimated $42K sold.

Engrave Wealth Partners first reported a position in TWLO in Q4 2019 and held it in 3 quarters. The position peaked at $42K in Q2 2020. 713 funds tracked by Wall St. Rank hold TWLO as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Twilio position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 192 Twilio shares in Q3 2020, an estimated $42K.
  • Engrave Wealth Partners first reported a position in Twilio in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Twilio position peaked at $42K in Q2 2020.
  • 713 funds tracked by Wall St. Rank held Twilio as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.