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Berman Capital Advisors’s Towne Bank TOWN Stock Holding History

Berman Capital 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
2021
Q3 		$42K Sell
1,351
-72
-5% -$2.17K 0.01% 748
2021
Q2 		$43K Buy
1,423
+360
+34% +$11.3K 0.01% 643
2021
Q1 		$32K Buy
1,063
+1,017
+2,211% +$28.3K 0.01% 636
2020
Q4 		$1K Hold
46
– – ﹤0.01% 1596
2020
Q3 		$0 Sell
46
-42
-48% -$747 ﹤0.01% 1770
2020
Q2 		$1K Buy
88
+44
+100% +$816 ﹤0.01% 1512
2020
Q1 		$0 Sell
44
-80
-65% -$1.97K ﹤0.01% 1668
2019
Q4 		$3K Hold
124
– – ﹤0.01% 1138
2019
Q3 		$3K Hold
124
– – ﹤0.01% 1112
2019
Q2 		$3K Sell
124
-348
-74% -$9.18K ﹤0.01% 1129
2019
Q1 		$11K Buy
+472
New +$12.4K ﹤0.01% 635

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 Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Berman Capital Advisors's TOWN Position: Q3 2021 in Review

Berman Capital Advisors reduced its Towne Bank (TOWN) stake by 5.1% in Q3 2021, selling an estimated $2.17K and leaving 1,351 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #748.

Berman Capital Advisors first reported a position in TOWN in Q1 2019 and has held it in 11 quarters since. The position peaked at $43K in Q2 2021. 175 funds tracked by Wall St. Rank hold TOWN as of Q3 2021.

  • Berman Capital Advisors held 1,351 shares of Towne Bank worth $42K as of Q3 2021.
  • Berman Capital Advisors sold 72 Towne Bank shares in Q3 2021, an estimated $2.17K.
  • Towne Bank made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #748 holding.
  • Berman Capital Advisors first reported a position in Towne Bank in Q1 2019 and has held it in 11 quarters since.
  • Berman Capital Advisors's Towne Bank position peaked at $43K in Q2 2021.
  • 175 funds tracked by Wall St. Rank held Towne Bank as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.