WAM
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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 – 1964
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

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BlackRock
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T. Rowe Price Associates
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Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
DIG
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JP Morgan Chase
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FAM
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Franklin Resources
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return