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3Chopt Investment Partners’s Towne Bank TOWN Stock Holding History

3Chopt Investment Partners’s Portfolio TOWN Stock Details TOWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,800
Closed -$87K – 242
2022
Q4 		$87K Buy
+2,800
New +$86.8K 0.05% 170

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T. Rowe Price Investment Management
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NI
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State Street
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American Century Companies
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

3Chopt Investment Partners's TOWN Position: Q1 2023 in Review

3Chopt Investment Partners sold out of Towne Bank (TOWN) in Q1 2023, closing a stake of 2,800 shares — an estimated $87K sold.

3Chopt Investment Partners first reported a position in TOWN in Q4 2022 and held it in 1 quarter. The position peaked at $87K in Q4 2022. 194 funds tracked by Wall St. Rank hold TOWN as of Q1 2023.

  • 3Chopt Investment Partners reported no remaining Towne Bank position as of Q1 2023 after selling out during the quarter.
  • 3Chopt Investment Partners sold 2,800 Towne Bank shares in Q1 2023, an estimated $87K.
  • 3Chopt Investment Partners first reported a position in Towne Bank in Q4 2022 and held it in 1 quarter.
  • 3Chopt Investment Partners's Towne Bank position peaked at $87K in Q4 2022.
  • 194 funds tracked by Wall St. Rank held Towne Bank as of Q1 2023.

Based on 3Chopt Investment Partners's 13F filing for Q1 2023, filed 23 May 2023.