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Venturi Wealth Management’s Twist Bioscience TWST Stock Holding History

Venturi Wealth Management’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
2024
Q4 		– Sell
-178
Closed -$8.04K – 2055
2024
Q3 		$8.04K Buy
+178
New +$8.47K ﹤0.01% 1248

Other funds holding TWST

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
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

Venturi Wealth Management's TWST Position: Q4 2024 in Review

Venturi Wealth Management sold out of Twist Bioscience (TWST) in Q4 2024, closing a stake of 178 shares — an estimated $8.04K sold.

Venturi Wealth Management first reported a position in TWST in Q3 2024 and held it in 1 quarter. The position peaked at $8.04K in Q3 2024. 246 funds tracked by Wall St. Rank hold TWST as of Q4 2024.

  • Venturi Wealth Management reported no remaining Twist Bioscience position as of Q4 2024 after selling out during the quarter.
  • Venturi Wealth Management sold 178 Twist Bioscience shares in Q4 2024, an estimated $8.04K.
  • Venturi Wealth Management first reported a position in Twist Bioscience in Q3 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Twist Bioscience position peaked at $8.04K in Q3 2024.
  • 246 funds tracked by Wall St. Rank held Twist Bioscience as of Q4 2024.

Based on Venturi Wealth Management's 13F filing for Q4 2024, filed 31 Jan 2025.