Lenox Wealth Management’s Twilio TWLO Stock Holding History

Lenox Wealth Management’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 Q4	–	Sell	-226	Closed	-$24K	–	746
2019 Q3	$24K	Buy	+226	New	+$29.3K	0.01%	333

Other funds holding TWLO

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 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 $3B AUM 6.95% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Lenox Wealth Management's TWLO Position: Q4 2019 in Review

Lenox Wealth Management sold out of Twilio (TWLO) in Q4 2019, closing a stake of 226 shares — an estimated $24K sold.

Lenox Wealth Management first reported a position in TWLO in Q3 2019 and held it in 1 quarter. The position peaked at $24K in Q3 2019. 543 funds tracked by Wall St. Rank hold TWLO as of Q4 2019.

Lenox Wealth Management reported no remaining Twilio position as of Q4 2019 after selling out during the quarter.
Lenox Wealth Management sold 226 Twilio shares in Q4 2019, an estimated $24K.
Lenox Wealth Management first reported a position in Twilio in Q3 2019 and held it in 1 quarter.
Lenox Wealth Management's Twilio position peaked at $24K in Q3 2019.
543 funds tracked by Wall St. Rank held Twilio as of Q4 2019.

Based on Lenox Wealth Management's 13F filing for Q4 2019, filed 29 Jan 2020.