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Wealthfront’s Twilio TWLO Stock Holding History

Wealthfront’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
2018
Q3 		$835K Sell
9,683
-9,359
-49% -$684K 0.01% 293
2018
Q2 		$1.07M Sell
19,042
-9,737
-34% -$482K 0.01% 236
2018
Q1 		$1.1M Sell
28,779
-15,535
-35% -$492K 0.01% 237
2017
Q4 		$1.05M Sell
44,314
-6,768
-13% -$190K 0.01% 221
2017
Q3 		$1.52M Buy
+51,082
New +$1.53M 0.02% 135

Other funds holding TWLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FAM
Foxhaven Asset Management Charlottesville, Virginia $3.19B AUM 12.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wealthfront's TWLO Position: Q3 2018 in Review

Wealthfront reduced its Twilio (TWLO) stake by 49% in Q3 2018, selling an estimated $684K and leaving 9,683 shares worth $835K. The position accounts for 0.01% of the portfolio, ranked #293.

Wealthfront first reported a position in TWLO in Q3 2017 and has held it in 5 quarters since. The position peaked at $1.52M in Q3 2017. 330 funds tracked by Wall St. Rank hold TWLO as of Q3 2018.

  • Wealthfront held 9,683 shares of Twilio worth $835K as of Q3 2018.
  • Wealthfront sold 9,359 Twilio shares in Q3 2018, an estimated $684K.
  • Twilio made up 0.01% of Wealthfront's portfolio in Q3 2018, its #293 holding.
  • Wealthfront first reported a position in Twilio in Q3 2017 and has held it in 5 quarters since.
  • Wealthfront's Twilio position peaked at $1.52M in Q3 2017.
  • 330 funds tracked by Wall St. Rank held Twilio as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.