Xact Kapitalforvaltning’s Twilio TWLO Stock Holding History

Xact Kapitalforvaltning’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	$2.45M	Buy	27,406 +2,888	+12%	+$317K	0.05%	304
2019 Q4	$2.41M	Buy	24,518 +1,137	+5%	+$116K	0.04%	368
2019 Q3	$2.57M	Buy	23,381 +4,576	+24%	+$593K	0.05%	343
2019 Q2	$2.56M	Buy	18,805 +3,098	+20%	+$413K	0.05%	332
2019 Q1	$2.03M	Buy	15,707 +1,419	+10%	+$160K	0.05%	370
2018 Q4	$1.28M	Buy	14,288 +3,100	+28%	+$252K	0.03%	462
2018 Q3	$966K	Buy	11,188 +1,000	+10%	+$73.1K	0.02%	598
2018 Q2	$571K	Buy	10,188 +1,100	+12%	+$54.5K	0.01%	840
2018 Q1	$347K	Buy	+9,088	New	+$288K	0.01%	1120

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

Xact Kapitalforvaltning's TWLO Position: Q1 2020 in Review

Xact Kapitalforvaltning increased its Twilio (TWLO) stake by 12% in Q1 2020, buying an estimated $317K and bringing the position to 27,406 shares worth $2.45M. The position accounts for 0.05% of the portfolio, ranked #304.

Xact Kapitalforvaltning first reported a position in TWLO in Q1 2018 and has held it in 9 quarters since. The position peaked at $2.57M in Q3 2019. 554 funds tracked by Wall St. Rank hold TWLO as of Q1 2020.

Xact Kapitalforvaltning held 27,406 shares of Twilio worth $2.45M as of Q1 2020.
Xact Kapitalforvaltning bought 2,888 Twilio shares in Q1 2020, an estimated $317K.
Twilio made up 0.05% of Xact Kapitalforvaltning's portfolio in Q1 2020, its #304 holding.
Xact Kapitalforvaltning first reported a position in Twilio in Q1 2018 and has held it in 9 quarters since.
Xact Kapitalforvaltning's Twilio position peaked at $2.57M in Q3 2019.
554 funds tracked by Wall St. Rank held Twilio as of Q1 2020.

Based on Xact Kapitalforvaltning's 13F filing for Q1 2020, filed 14 May 2020.