WAM
TWLO icon

Wealthspire Advisors (Maryland)’s Twilio TWLO Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-87
Closed -$11K – 1925
2019
Q1 		$11K Buy
87
+50
+135% +$5.63K ﹤0.01% 1505
2018
Q4 		$3K Buy
37
+9
+32% +$731 ﹤0.01% 1996
2018
Q3 		$2K Buy
28
+14
+100% +$1.02K ﹤0.01% 2197
2018
Q2 		$1K Buy
+14
New +$693 ﹤0.01% 2369

Other funds holding TWLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
FAM
Foxhaven Asset Management Charlottesville, Virginia $3.73B AUM 2.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s TWLO Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Twilio (TWLO) in Q2 2019, closing a stake of 87 shares — an estimated $11K sold.

Wealthspire Advisors (Maryland) first reported a position in TWLO in Q2 2018 and held it in 4 quarters. The position peaked at $11K in Q1 2019. 562 funds tracked by Wall St. Rank hold TWLO as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Twilio position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 87 Twilio shares in Q2 2019, an estimated $11K.
  • Wealthspire Advisors (Maryland) first reported a position in Twilio in Q2 2018 and held it in 4 quarters.
  • Wealthspire Advisors (Maryland)'s Twilio position peaked at $11K in Q1 2019.
  • 562 funds tracked by Wall St. Rank held Twilio as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.