Acima Private Wealth’s Towne Bank TOWN Stock Holding History

Acima Private Wealth’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
2024 Q2	–	Sell	-250	Closed	-$7.01K	–	197
2024 Q1	$7.01K	Hold	250	–	–	﹤0.01%	182
2023 Q4	$7.44K	Hold	250	–	–	﹤0.01%	212
2023 Q3	$5.73K	Sell	250 -250	-50%	-$6.02K	﹤0.01%	228
2023 Q2	$11.6K	Hold	500	–	–	0.01%	207
2023 Q1	$13.3K	Hold	500	–	–	0.01%	209
2022 Q4	$15.4K	Hold	500	–	–	0.01%	186
2022 Q3	$13.4K	Hold	500	–	–	0.01%	196
2022 Q2	$13.6K	Hold	500	–	–	0.01%	200
2022 Q1	$15K	Hold	500	–	–	0.01%	206
2021 Q4	$16K	Hold	500	–	–	0.01%	203
2021 Q3	$16K	Hold	500	–	–	0.01%	198
2021 Q2	$15K	Hold	500	–	–	0.01%	196
2021 Q1	$15K	Hold	500	–	–	0.01%	195
2020 Q4	$12K	Hold	500	–	–	0.01%	199
2020 Q3	$8K	Hold	500	–	–	﹤0.01%	197
2020 Q2	$9K	Hold	500	–	–	0.01%	214
2020 Q1	$9K	Hold	500	–	–	0.01%	229
2019 Q4	$14K	Buy	+500	New	+$14K	0.01%	233

Other funds holding TOWN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Acima Private Wealth's TOWN Position: Q2 2024 in Review

Acima Private Wealth sold out of Towne Bank (TOWN) in Q2 2024, closing a stake of 250 shares — an estimated $7.01K sold.

Acima Private Wealth first reported a position in TOWN in Q4 2019 and held it in 18 quarters. The position peaked at $16K in Q4 2021. 202 funds tracked by Wall St. Rank hold TOWN as of Q2 2024.

Acima Private Wealth reported no remaining Towne Bank position as of Q2 2024 after selling out during the quarter.
Acima Private Wealth sold 250 Towne Bank shares in Q2 2024, an estimated $7.01K.
Acima Private Wealth first reported a position in Towne Bank in Q4 2019 and held it in 18 quarters.
Acima Private Wealth's Towne Bank position peaked at $16K in Q4 2021.
202 funds tracked by Wall St. Rank held Towne Bank as of Q2 2024.

Based on Acima Private Wealth's 13F filing for Q2 2024, filed 30 Jul 2024.