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Canvas Wealth Advisors’s Towne Bank TOWN Stock Holding History

Canvas Wealth 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
2024
Q1 		– Sell
-12,110
Closed -$348K – 157
2023
Q4 		$348K Sell
12,110
-918
-7% -$23.8K 0.13% 92
2023
Q3 		$287K Buy
13,028
+4,250
+48% +$102K 0.12% 98
2023
Q2 		$227K Buy
+8,778
New +$211K 0.08% 120

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
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Canvas Wealth Advisors's TOWN Position: Q1 2024 in Review

Canvas Wealth Advisors sold out of Towne Bank (TOWN) in Q1 2024, closing a stake of 12,110 shares — an estimated $348K sold.

Canvas Wealth Advisors first reported a position in TOWN in Q2 2023 and held it in 3 quarters. The position peaked at $348K in Q4 2023. 211 funds tracked by Wall St. Rank hold TOWN as of Q1 2024.

  • Canvas Wealth Advisors reported no remaining Towne Bank position as of Q1 2024 after selling out during the quarter.
  • Canvas Wealth Advisors sold 12,110 Towne Bank shares in Q1 2024, an estimated $348K.
  • Canvas Wealth Advisors first reported a position in Towne Bank in Q2 2023 and held it in 3 quarters.
  • Canvas Wealth Advisors's Towne Bank position peaked at $348K in Q4 2023.
  • 211 funds tracked by Wall St. Rank held Towne Bank as of Q1 2024.

Based on Canvas Wealth Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.