ProVise Management Group’s Twilio TWLO Stock Holding History

ProVise Management Group’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	–	Sell	-2,622	Closed	-$358K	–	325
2019 Q2	$358K	Sell	2,622 -1,156	-31%	-$154K	0.05%	234
2019 Q1	$488K	Sell	3,778 -542	-13%	-$61K	0.07%	197
2018 Q4	$386K	Buy	+4,320	New	+$351K	0.06%	212

Other funds holding TWLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

FAM

Foxhaven Asset Management Charlottesville, Virginia $3.19B AUM 12.34% 1-Year Est. Return

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

ProVise Management Group's TWLO Position: Q3 2019 in Review

ProVise Management Group sold out of Twilio (TWLO) in Q3 2019, closing a stake of 2,622 shares — an estimated $358K sold.

ProVise Management Group first reported a position in TWLO in Q4 2018 and held it in 3 quarters. The position peaked at $488K in Q1 2019. 549 funds tracked by Wall St. Rank hold TWLO as of Q3 2019.

ProVise Management Group reported no remaining Twilio position as of Q3 2019 after selling out during the quarter.
ProVise Management Group sold 2,622 Twilio shares in Q3 2019, an estimated $358K.
ProVise Management Group first reported a position in Twilio in Q4 2018 and held it in 3 quarters.
ProVise Management Group's Twilio position peaked at $488K in Q1 2019.
549 funds tracked by Wall St. Rank held Twilio as of Q3 2019.

Based on ProVise Management Group's 13F filing for Q3 2019, filed 13 Nov 2019.