HighTower Advisors
TWN

HighTower Advisors’s Taiwan Fund TWN Stock Holding History

HighTower Advisors’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
2024
Q4 		– Sell
-5,831
Closed -$255K – 4054
2024
Q3 		$255K Buy
5,831
+324
+6% +$13.9K ﹤0.01% 2943
2024
Q2 		$244K Buy
+5,507
New +$221K ﹤0.01% 2886
2023
Q4 		– Sell
-8,119
Closed -$237K – 3857
2023
Q3 		$237K Buy
8,119
+37
+0.5% +$1.16K ﹤0.01% 2781
2023
Q2 		$246K Buy
+8,082
New +$226K ﹤0.01% 2705

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
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
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

HighTower Advisors's TWN Position: Q4 2024 in Review

HighTower Advisors sold out of Taiwan Fund (TWN) in Q4 2024, closing a stake of 5,831 shares — an estimated $255K sold.

HighTower Advisors first reported a position in TWN in Q2 2023 and held it in 4 quarters. The position peaked at $255K in Q3 2024. 34 funds tracked by Wall St. Rank hold TWN as of Q4 2024.

  • HighTower Advisors reported no remaining Taiwan Fund position as of Q4 2024 after selling out during the quarter.
  • HighTower Advisors sold 5,831 Taiwan Fund shares in Q4 2024, an estimated $255K.
  • HighTower Advisors first reported a position in Taiwan Fund in Q2 2023 and held it in 4 quarters.
  • HighTower Advisors's Taiwan Fund position peaked at $255K in Q3 2024.
  • 34 funds tracked by Wall St. Rank held Taiwan Fund as of Q4 2024.

Based on HighTower Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.