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Capital Performance Advisors’s Towne Bank TOWN Stock Holding History

Capital Performance 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
Q4 		– Sell
-11
Closed -$364 – 2466
2024
Q3 		$364 Buy
+11
New +$353 ﹤0.01% 2395

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Capital Performance Advisors's TOWN Position: Q4 2024 in Review

Capital Performance Advisors sold out of Towne Bank (TOWN) in Q4 2024, closing a stake of 11 shares — an estimated $364 sold.

Capital Performance Advisors first reported a position in TOWN in Q3 2024 and held it in 1 quarter. The position peaked at $364 in Q3 2024. 218 funds tracked by Wall St. Rank hold TOWN as of Q4 2024.

  • Capital Performance Advisors reported no remaining Towne Bank position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 11 Towne Bank shares in Q4 2024, an estimated $364.
  • Capital Performance Advisors first reported a position in Towne Bank in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Towne Bank position peaked at $364 in Q3 2024.
  • 218 funds tracked by Wall St. Rank held Towne Bank as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.