Kopp Investment Advisors’s Twilio TWLO Stock Holding History

Kopp Investment 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 Q3	$3.77M	Sell	34,263 -14,781	-30%	-$1.92M	6.92%	3
2019 Q2	$6.69M	Sell	49,044 -16,635	-25%	-$2.22M	7.62%	2
2019 Q1	$8.48M	Sell	65,679 -1,816	-3%	-$205K	6.86%	1
2018 Q4	$6.03M	Sell	67,495 -681	-1%	-$55.3K	5.88%	2
2018 Q3	$5.88M	Sell	68,176 -949	-1%	-$69.4K	4.95%	2
2018 Q2	$3.87M	Buy	69,125 +1,240	+2%	+$61.4K	3.63%	6
2018 Q1	$2.59M	Sell	67,885 -592	-0.9%	-$18.7K	2.64%	14
2017 Q4	$1.62M	Buy	+68,477	New	+$1.92M	1.62%	23

Other funds holding TWLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TCM

Tybourne Capital Management Hong Kong $30.9M AUM 20.1% 1-Year Est. Return

DIG

Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return

FAM

Foxhaven Asset Management Charlottesville, Virginia $3.73B AUM 2.63% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Kopp Investment Advisors's TWLO Position: Q3 2019 in Review

Kopp Investment Advisors reduced its Twilio (TWLO) stake by 30% in Q3 2019, selling an estimated $1.92M and leaving 34,263 shares worth $3.77M. The position accounts for 6.92% of the portfolio, ranked #3.

Kopp Investment Advisors first reported a position in TWLO in Q4 2017 and has held it in 8 quarters since. The position peaked at $8.48M in Q1 2019. 550 funds tracked by Wall St. Rank hold TWLO as of Q3 2019.

Kopp Investment Advisors held 34,263 shares of Twilio worth $3.77M as of Q3 2019.
Kopp Investment Advisors sold 14,781 Twilio shares in Q3 2019, an estimated $1.92M.
Twilio made up 6.92% of Kopp Investment Advisors's portfolio in Q3 2019, its #3 holding.
Kopp Investment Advisors first reported a position in Twilio in Q4 2017 and has held it in 8 quarters since.
Kopp Investment Advisors's Twilio position peaked at $8.48M in Q1 2019.
550 funds tracked by Wall St. Rank held Twilio as of Q3 2019.

Based on Kopp Investment Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.