Cetera Investment Advisers
TWN

Cetera Investment Advisers’s Taiwan Fund TWN Stock Holding History

Cetera Investment Advisers’s Portfolio TWN Stock Details TWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,322
Closed -$206K – 4070
2024
Q4 		$206K Buy
+5,322
New +$235K ﹤0.01% 3413

Other funds holding TWN

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $30.9B AUM 29.72% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Cetera Investment Advisers's TWN Position: Q1 2025 in Review

Cetera Investment Advisers sold out of Taiwan Fund (TWN) in Q1 2025, closing a stake of 5,322 shares — an estimated $206K sold.

Cetera Investment Advisers first reported a position in TWN in Q4 2024 and held it in 1 quarter. The position peaked at $206K in Q4 2024. 29 funds tracked by Wall St. Rank hold TWN as of Q1 2025.

  • Cetera Investment Advisers reported no remaining Taiwan Fund position as of Q1 2025 after selling out during the quarter.
  • Cetera Investment Advisers sold 5,322 Taiwan Fund shares in Q1 2025, an estimated $206K.
  • Cetera Investment Advisers first reported a position in Taiwan Fund in Q4 2024 and held it in 1 quarter.
  • Cetera Investment Advisers's Taiwan Fund position peaked at $206K in Q4 2024.
  • 29 funds tracked by Wall St. Rank held Taiwan Fund as of Q1 2025.

Based on Cetera Investment Advisers's 13F filing for Q1 2025, filed 6 May 2025.