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Bell Investment Advisors’s Towne Bank TOWN Stock Holding History

Bell Investment Advisors’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
Q3 		– Sell
-21
Closed -$489 – 1993
2023
Q2 		$489 Buy
21
+3
+17% +$72 ﹤0.01% 1866
2023
Q1 		$480 Sell
18
-51
-74% -$1.51K ﹤0.01% 1848
2022
Q4 		$2.13K Buy
69
+22
+47% +$682 ﹤0.01% 1256
2022
Q3 		$1K Buy
47
+18
+62% +$517 ﹤0.01% 1598
2022
Q2 		$1K Buy
+29
New +$828 ﹤0.01% 1626
2021
Q4 		$1K Hold
28
– – ﹤0.01% 1627
2021
Q3 		$1K Buy
+28
New +$842 ﹤0.01% 1586

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bell Investment Advisors's TOWN Position: Q3 2023 in Review

Bell Investment Advisors sold out of Towne Bank (TOWN) in Q3 2023, closing a stake of 21 shares — an estimated $489 sold.

Bell Investment Advisors first reported a position in TOWN in Q3 2021 and held it in 7 quarters. The position peaked at $2.13K in Q4 2022. 183 funds tracked by Wall St. Rank hold TOWN as of Q3 2023.

  • Bell Investment Advisors reported no remaining Towne Bank position as of Q3 2023 after selling out during the quarter.
  • Bell Investment Advisors sold 21 Towne Bank shares in Q3 2023, an estimated $489.
  • Bell Investment Advisors first reported a position in Towne Bank in Q3 2021 and held it in 7 quarters.
  • Bell Investment Advisors's Towne Bank position peaked at $2.13K in Q4 2022.
  • 183 funds tracked by Wall St. Rank held Towne Bank as of Q3 2023.

Based on Bell Investment Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.