IWM
SEND

IHT Wealth Management’s SendGrid, Inc. SEND Stock Holding History

IHT Wealth Management’s Portfolio SEND Stock Details SEND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-255
Closed -$7K – 1599
2018
Q1 		$7K Hold
255
– – ﹤0.01% 1288
2017
Q4 		$7K Buy
+255
New +$5.29K ﹤0.01% 1281

Other funds holding SEND

DVC
Deer VIII & Co Larchmont, New York $3.56B AUM
BCVI
Bain Capital Venture Investors Boston, Massachusetts $175M AUM 21.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

IHT Wealth Management's SEND Position: Q2 2018 in Review

IHT Wealth Management sold out of SendGrid, Inc. (SEND) in Q2 2018, closing a stake of 255 shares — an estimated $7K sold.

IHT Wealth Management first reported a position in SEND in Q4 2017 and held it in 2 quarters. The position peaked at $7K in Q1 2018. 101 funds tracked by Wall St. Rank hold SEND as of Q2 2018.

  • IHT Wealth Management reported no remaining SendGrid, Inc. position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 255 SendGrid, Inc. shares in Q2 2018, an estimated $7K.
  • IHT Wealth Management first reported a position in SendGrid, Inc. in Q4 2017 and held it in 2 quarters.
  • IHT Wealth Management's SendGrid, Inc. position peaked at $7K in Q1 2018.
  • 101 funds tracked by Wall St. Rank held SendGrid, Inc. as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.