AIM
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Aigen Investment Management’s Towne Bank TOWN Stock Holding History

Aigen Investment Management’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
Q4 		– Sell
-18,008
Closed -$413K – 1084
2023
Q3 		$413K Buy
+18,008
New +$434K 0.08% 424
2020
Q1 		– Sell
-131
Closed -$4K – 1574
2019
Q4 		$4K Buy
+131
New +$3.67K ﹤0.01% 1023

Other funds holding TOWN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aigen Investment Management's TOWN Position: Q4 2023 in Review

Aigen Investment Management sold out of Towne Bank (TOWN) in Q4 2023, closing a stake of 18,008 shares — an estimated $413K sold.

Aigen Investment Management first reported a position in TOWN in Q4 2019 and held it in 2 quarters. The position peaked at $413K in Q3 2023. 193 funds tracked by Wall St. Rank hold TOWN as of Q4 2023.

  • Aigen Investment Management reported no remaining Towne Bank position as of Q4 2023 after selling out during the quarter.
  • Aigen Investment Management sold 18,008 Towne Bank shares in Q4 2023, an estimated $413K.
  • Aigen Investment Management first reported a position in Towne Bank in Q4 2019 and held it in 2 quarters.
  • Aigen Investment Management's Towne Bank position peaked at $413K in Q3 2023.
  • 193 funds tracked by Wall St. Rank held Towne Bank as of Q4 2023.

Based on Aigen Investment Management's 13F filing for Q4 2023, filed 9 Feb 2024.