Everhart Financial Group’s Hostess Brands, Inc. Class A Common Stock TWNK Stock Holding History

Everhart Financial Group’s Portfolio TWNK Stock Details TWNK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-12,194	Closed	-$406K	–	251
2023 Q3	$406K	Buy	12,194 +531	+5%	+$14.2K	0.17%	114
2023 Q2	$295K	Buy	11,663 +460	+4%	+$11.8K	0.12%	158
2023 Q1	$279K	Buy	11,203 +1,159	+12%	+$27.3K	0.13%	147
2022 Q4	$225K	Sell	10,044 -1,644	-14%	-$41.4K	0.11%	158
2022 Q3	$272K	Buy	+11,688	New	+$265K	0.15%	139

Other funds holding TWNK

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Everhart Financial Group's TWNK Position: Q4 2023 in Review

Everhart Financial Group sold out of Hostess Brands, Inc. Class A Common Stock (TWNK) in Q4 2023, closing a stake of 12,194 shares — an estimated $406K sold.

Everhart Financial Group first reported a position in TWNK in Q3 2022 and held it in 5 quarters. The position peaked at $406K in Q3 2023. 3 funds tracked by Wall St. Rank hold TWNK as of Q4 2023.

Everhart Financial Group reported no remaining Hostess Brands, Inc. Class A Common Stock position as of Q4 2023 after selling out during the quarter.
Everhart Financial Group sold 12,194 Hostess Brands, Inc. Class A Common Stock shares in Q4 2023, an estimated $406K.
Everhart Financial Group first reported a position in Hostess Brands, Inc. Class A Common Stock in Q3 2022 and held it in 5 quarters.
Everhart Financial Group's Hostess Brands, Inc. Class A Common Stock position peaked at $406K in Q3 2023.
3 funds tracked by Wall St. Rank held Hostess Brands, Inc. Class A Common Stock as of Q4 2023.

Based on Everhart Financial Group's 13F filing for Q4 2023, filed 12 Jan 2024.