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Huber Financial Advisors’s Twilio TWLO Stock Holding History

Huber Financial 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
2018
Q2 		– Sell
-10,930
Closed -$417K – 100
2018
Q1 		$417K Buy
+10,930
New +$346K 0.41% 46

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FAM
Foxhaven Asset Management Charlottesville, Virginia $3.73B AUM 2.63% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return
TCMI
Technology Crossover Management IX Menlo Park, California $690M AUM 42.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Huber Financial Advisors's TWLO Position: Q2 2018 in Review

Huber Financial Advisors sold out of Twilio (TWLO) in Q2 2018, closing a stake of 10,930 shares — an estimated $417K sold.

Huber Financial Advisors first reported a position in TWLO in Q1 2018 and held it in 1 quarter. The position peaked at $417K in Q1 2018. 269 funds tracked by Wall St. Rank hold TWLO as of Q2 2018.

  • Huber Financial Advisors reported no remaining Twilio position as of Q2 2018 after selling out during the quarter.
  • Huber Financial Advisors sold 10,930 Twilio shares in Q2 2018, an estimated $417K.
  • Huber Financial Advisors first reported a position in Twilio in Q1 2018 and held it in 1 quarter.
  • Huber Financial Advisors's Twilio position peaked at $417K in Q1 2018.
  • 269 funds tracked by Wall St. Rank held Twilio as of Q2 2018.

Based on Huber Financial Advisors's 13F filing for Q2 2018, filed 6 Aug 2018.