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Avior Wealth Management’s Towne Bank TOWN Stock Holding History

Avior Wealth 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
2024
Q2 		– Sell
-735
Closed -$20.6K – 3607
2024
Q1 		$20.6K Buy
+735
New +$20.4K ﹤0.01% 1590

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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Avior Wealth Management's TOWN Position: Q2 2024 in Review

Avior Wealth Management sold out of Towne Bank (TOWN) in Q2 2024, closing a stake of 735 shares — an estimated $20.6K sold.

Avior Wealth Management first reported a position in TOWN in Q1 2024 and held it in 1 quarter. The position peaked at $20.6K in Q1 2024. 202 funds tracked by Wall St. Rank hold TOWN as of Q2 2024.

  • Avior Wealth Management reported no remaining Towne Bank position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 735 Towne Bank shares in Q2 2024, an estimated $20.6K.
  • Avior Wealth Management first reported a position in Towne Bank in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Towne Bank position peaked at $20.6K in Q1 2024.
  • 202 funds tracked by Wall St. Rank held Towne Bank as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.