Ownership history in Avior Wealth Management, LLC Β· 23 quarters on record
This page tracks every 13F SEC filing in which Avior Wealth Management, LLC reported a position in TWILIO INC CL A (TWLO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Avior Wealth Management, LLC outperformed the S&P 500 by +5.0% annually on this TWLO position. Timing score: 58% (7/12 decisions correct). Average cost basis: $110.40. Maximum drawdown during holding period: β87.6%.
π₯ Exceptional β beat the S&P 500 by 5.0% per year on this position.
22 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
7 of 12 add/trim decisions correct
Best entry: $65.22 (2024 Q3) Β· Worst: $340.76 (2021 Q1)
πͺ Held through 2 major drawdowns (>20%).
8 adds Β· 5 trims. Bought during 2 of 12 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.01% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size