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Concord Wealth Partners’s Twist Bioscience TWST Stock Holding History

Concord Wealth Partners’s Portfolio TWST Stock Details TWST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-4
Closed -$95 – 1221
2022
Q4 		$95 Buy
+4
New +$116 ﹤0.01% 1225
2022
Q3 		– Sell
-4
Closed – – 1076
2022
Q2 		$0 Sell
4
-212
-98% -$7.51K ﹤0.01% 1378
2022
Q1 		$11K Sell
216
-243
-53% -$13.5K ﹤0.01% 765
2021
Q4 		$36K Buy
459
+319
+228% +$32.7K 0.01% 515
2021
Q3 		$15K Sell
140
-188
-57% -$21.5K 0.01% 420
2021
Q2 		$44K Sell
328
-229
-41% -$26.6K 0.01% 376
2021
Q1 		$69K Buy
557
+552
+11,040% +$83.8K 0.02% 279
2020
Q4 		$1K Buy
+5
New +$555 ﹤0.01% 663

Other funds holding TWST

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Concord Wealth Partners's TWST Position: Q1 2023 in Review

Concord Wealth Partners sold out of Twist Bioscience (TWST) in Q1 2023, closing a stake of 4 shares — an estimated $95 sold.

Concord Wealth Partners first reported a position in TWST in Q4 2020 and held it in 8 quarters. The position peaked at $69K in Q1 2021. 201 funds tracked by Wall St. Rank hold TWST as of Q1 2023.

  • Concord Wealth Partners reported no remaining Twist Bioscience position as of Q1 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 4 Twist Bioscience shares in Q1 2023, an estimated $95.
  • Concord Wealth Partners first reported a position in Twist Bioscience in Q4 2020 and held it in 8 quarters.
  • Concord Wealth Partners's Twist Bioscience position peaked at $69K in Q1 2021.
  • 201 funds tracked by Wall St. Rank held Twist Bioscience as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.