Ropes Wealth Advisors’s Twilio TWLO Stock Holding History

Ropes Wealth 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
2020 Q2	–	Sell	-200	Closed	-$18K	–	610
2020 Q1	$18K	Hold	200	–	–	﹤0.01%	376
2019 Q4	$20K	Hold	200	–	–	﹤0.01%	417
2019 Q3	$22K	Hold	200	–	–	﹤0.01%	425
2019 Q2	$27K	Hold	200	–	–	0.01%	401
2019 Q1	$26K	Hold	200	–	–	0.01%	389
2018 Q4	$18K	Hold	200	–	–	0.01%	386
2018 Q3	$17K	Hold	200	–	–	﹤0.01%	420
2018 Q2	$11K	Hold	200	–	–	﹤0.01%	469
2018 Q1	$8K	Hold	200	–	–	﹤0.01%	473
2017 Q4	$5K	Buy	+200	New	+$5.61K	﹤0.01%	624

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

SCGE Management Menlo Park, California $5.9B AUM 8.54% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ropes Wealth Advisors's TWLO Position: Q2 2020 in Review

Ropes Wealth Advisors sold out of Twilio (TWLO) in Q2 2020, closing a stake of 200 shares — an estimated $18K sold.

Ropes Wealth Advisors first reported a position in TWLO in Q4 2017 and held it in 10 quarters. The position peaked at $27K in Q2 2019. 678 funds tracked by Wall St. Rank hold TWLO as of Q2 2020.

Ropes Wealth Advisors reported no remaining Twilio position as of Q2 2020 after selling out during the quarter.
Ropes Wealth Advisors sold 200 Twilio shares in Q2 2020, an estimated $18K.
Ropes Wealth Advisors first reported a position in Twilio in Q4 2017 and held it in 10 quarters.
Ropes Wealth Advisors's Twilio position peaked at $27K in Q2 2019.
678 funds tracked by Wall St. Rank held Twilio as of Q2 2020.

Based on Ropes Wealth Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.