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Lehman & Derafelo Financial Resources’s Twilio TWLO Stock Holding History

Lehman & Derafelo Financial Resources’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
-10,000
Closed -$2.19M – 292
2020
Q2 		$2.19M Buy
+10,000
New +$1.61M 0.77% 24

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

Lehman & Derafelo Financial Resources's TWLO Position: Q3 2020 in Review

Lehman & Derafelo Financial Resources sold out of Twilio (TWLO) in Q3 2020, closing a stake of 225 shares — an estimated $49K sold.

Lehman & Derafelo Financial Resources first reported a position in TWLO in Q2 2020 and held it in 1 quarter. The position peaked at $49K in Q2 2020. 713 funds tracked by Wall St. Rank hold TWLO as of Q3 2020.

  • Lehman & Derafelo Financial Resources reported no remaining Twilio position as of Q3 2020 after selling out during the quarter.
  • Lehman & Derafelo Financial Resources sold 225 Twilio shares in Q3 2020, an estimated $49K.
  • Lehman & Derafelo Financial Resources first reported a position in Twilio in Q2 2020 and held it in 1 quarter.
  • Lehman & Derafelo Financial Resources's Twilio position peaked at $49K in Q2 2020.
  • 713 funds tracked by Wall St. Rank held Twilio as of Q3 2020.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q3 2020, filed 6 Nov 2020.