PRW Wealth Management’s Twilio TWLO Stock Holding History

PRW 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
2020 Q1	–	Sell	-3,353	Closed	-$330K	–	74
2019 Q4	$330K	Buy	+3,353	New	+$342K	0.37%	39
2019 Q2	–	Sell	-16	Closed	-$2K	–	624
2019 Q1	$2K	Buy	16 +13	+433%	+$1.46K	﹤0.01%	532
2018 Q4	$0	Buy	+3	New	+$244	﹤0.01%	768

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return

FAM

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

PRW Wealth Management's TWLO Position: Q1 2020 in Review

PRW Wealth Management sold out of Twilio (TWLO) in Q1 2020, closing a stake of 3,353 shares — an estimated $330K sold.

PRW Wealth Management first reported a position in TWLO in Q4 2018 and held it in 3 quarters. The position peaked at $330K in Q4 2019. 553 funds tracked by Wall St. Rank hold TWLO as of Q1 2020.

PRW Wealth Management reported no remaining Twilio position as of Q1 2020 after selling out during the quarter.
PRW Wealth Management sold 3,353 Twilio shares in Q1 2020, an estimated $330K.
PRW Wealth Management first reported a position in Twilio in Q4 2018 and held it in 3 quarters.
PRW Wealth Management's Twilio position peaked at $330K in Q4 2019.
553 funds tracked by Wall St. Rank held Twilio as of Q1 2020.

Based on PRW Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.