Anchor Investment Management’s Towne Bank TOWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-11,000
| Closed | -$300K | – | 1081 |
|
|
2024
Q2 | $300K | Sell |
11,000
-1,000
| -8% | -$26.9K | 0.03% | 292 |
|
|
2024
Q1 | $337K | Hold |
12,000
| – | – | 0.04% | 287 |
|
|
2023
Q4 | $357K | Hold |
12,000
| – | – | 0.04% | 278 |
|
|
2023
Q3 | $275K | Hold |
12,000
| – | – | 0.04% | 296 |
|
|
2023
Q2 | $279K | Hold |
12,000
| – | – | 0.04% | 290 |
|
|
2023
Q1 | $320K | Hold |
12,000
| – | – | 0.04% | 276 |
|
|
2022
Q4 | $370K | Hold |
12,000
| – | – | 0.05% | 256 |
|
|
2022
Q3 | $322K | Sell |
12,000
-125
| -1% | -$3.59K | 0.05% | 263 |
|
|
2022
Q2 | $329K | Hold |
12,125
| – | – | 0.05% | 276 |
|
|
2022
Q1 | $363K | Hold |
12,125
| – | – | 0.05% | 292 |
|
|
2021
Q4 | $383K | Hold |
12,125
| – | – | 0.05% | 286 |
|
|
2021
Q3 | $377K | Sell |
12,125
-400
| -3% | -$12K | 0.05% | 265 |
|
|
2021
Q2 | $381K | Hold |
12,525
| – | – | 0.05% | 269 |
|
|
2021
Q1 | $381K | Buy |
12,525
+900
| +8% | +$25K | 0.06% | 252 |
|
|
2020
Q4 | $273K | Buy |
11,625
+600
| +5% | +$12.4K | 0.05% | 249 |
|
|
2020
Q3 | $181K | Sell |
11,025
-250
| -2% | -$4.44K | 0.04% | 296 |
|
|
2020
Q2 | $212K | Sell |
11,275
-475
| -4% | -$8.81K | 0.05% | 253 |
|
|
2020
Q1 | $213K | Sell |
11,750
-100
| -0.8% | -$2.46K | 0.05% | 231 |
|
|
2019
Q4 | $330K | Hold |
11,850
| – | – | 0.07% | 215 |
|
|
2019
Q3 | $329K | Sell |
11,850
-225
| -2% | -$6.12K | 0.08% | 212 |
|
|
2019
Q2 | $329K | Sell |
12,075
-3,990
| -25% | -$105K | 0.08% | 216 |
|
|
2019
Q1 | $398K | Sell |
16,065
-75
| -0.5% | -$1.97K | 0.1% | 192 |
|
|
2018
Q4 | $387K | Hold |
16,140
| – | – | 0.11% | 187 |
|
|
2018
Q3 | $498K | Hold |
16,140
| – | – | 0.11% | 180 |
|
|
2018
Q2 | $518K | Buy |
16,140
+6,000
| +59% | +$186K | 0.13% | 171 |
|
|
2018
Q1 | $290K | Sell |
10,140
-135
| -1% | -$4.06K | 0.08% | 244 |
|
|
2017
Q4 | $316K | Hold |
10,275
| – | – | 0.08% | 228 |
|
|
2017
Q3 | $344K | Buy |
10,275
+735
| +8% | +$22.9K | 0.1% | 208 |
|
|
2017
Q2 | $294K | Buy |
9,540
+250
| +3% | +$7.74K | 0.1% | 196 |
|
|
2017
Q1 | $301K | Buy |
9,290
+1,115
| +14% | +$36.2K | 0.1% | 188 |
|
|
2016
Q4 | $272K | Buy |
8,175
+175
| +2% | +$5.04K | 0.1% | 183 |
|
|
2016
Q3 | $192K | Buy |
8,000
+2,925
| +58% | +$67.8K | 0.07% | 224 |
|
|
2016
Q2 | $110K | Buy |
5,075
+1,775
| +54% | +$37.2K | 0.04% | 279 |
|
|
2016
Q1 | $63.3K | Buy |
+3,300
| New | +$61K | 0.03% | 322 |
|
Other funds holding TOWN
Anchor Investment Management's TOWN Position: Q3 2024 in Review
Anchor Investment Management sold out of Towne Bank (TOWN) in Q3 2024, closing a stake of 11,000 shares — an estimated $300K sold.
Anchor Investment Management first reported a position in TOWN in Q1 2016 and held it in 34 quarters. The position peaked at $518K in Q2 2018. 214 funds tracked by Wall St. Rank hold TOWN as of Q3 2024.
- Anchor Investment Management reported no remaining Towne Bank position as of Q3 2024 after selling out during the quarter.
- Anchor Investment Management sold 11,000 Towne Bank shares in Q3 2024, an estimated $300K.
- Anchor Investment Management first reported a position in Towne Bank in Q1 2016 and held it in 34 quarters.
- Anchor Investment Management's Towne Bank position peaked at $518K in Q2 2018.
- 214 funds tracked by Wall St. Rank held Towne Bank as of Q3 2024.
Based on Anchor Investment Management's 13F filing for Q3 2024, filed 21 Nov 2024.