High Net Worth Advisory Group’s Twin Disc TWIN Stock Holding History

High Net Worth Advisory Group’s Portfolio TWIN Stock Details TWIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-2,300	Closed	-$26K	–	690
2022 Q3	$26K	Hold	2,300	–	–	0.01%	418
2022 Q2	$21K	Buy	+2,300	New	+$28.1K	0.01%	444

Other funds holding TWIN

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return

AMH Equity Great Neck, New York $80.3M AUM 78.34% 1-Year Est. Return

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

High Net Worth Advisory Group's TWIN Position: Q4 2022 in Review

High Net Worth Advisory Group sold out of Twin Disc (TWIN) in Q4 2022, closing a stake of 2,300 shares — an estimated $26K sold.

High Net Worth Advisory Group first reported a position in TWIN in Q2 2022 and held it in 2 quarters. The position peaked at $26K in Q3 2022. 46 funds tracked by Wall St. Rank hold TWIN as of Q4 2022.

High Net Worth Advisory Group reported no remaining Twin Disc position as of Q4 2022 after selling out during the quarter.
High Net Worth Advisory Group sold 2,300 Twin Disc shares in Q4 2022, an estimated $26K.
High Net Worth Advisory Group first reported a position in Twin Disc in Q2 2022 and held it in 2 quarters.
High Net Worth Advisory Group's Twin Disc position peaked at $26K in Q3 2022.
46 funds tracked by Wall St. Rank held Twin Disc as of Q4 2022.

Based on High Net Worth Advisory Group's 13F filing for Q4 2022, filed 14 Feb 2023.