CWC
TOWN icon

Carolinas Wealth Consulting’s Towne Bank TOWN Stock Holding History

Carolinas Wealth Consulting’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
Q1 		– Sell
-1,010
Closed -$24K – 994
2020
Q4 		$24K Buy
1,010
+10
+1% +$207 0.01% 456
2020
Q3 		$17K Buy
+1,000
New +$17.8K 0.01% 411

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Carolinas Wealth Consulting's TOWN Position: Q1 2021 in Review

Carolinas Wealth Consulting sold out of Towne Bank (TOWN) in Q1 2021, closing a stake of 1,010 shares — an estimated $24K sold.

Carolinas Wealth Consulting first reported a position in TOWN in Q3 2020 and held it in 2 quarters. The position peaked at $24K in Q4 2020. 167 funds tracked by Wall St. Rank hold TOWN as of Q1 2021.

  • Carolinas Wealth Consulting reported no remaining Towne Bank position as of Q1 2021 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1,010 Towne Bank shares in Q1 2021, an estimated $24K.
  • Carolinas Wealth Consulting first reported a position in Towne Bank in Q3 2020 and held it in 2 quarters.
  • Carolinas Wealth Consulting's Towne Bank position peaked at $24K in Q4 2020.
  • 167 funds tracked by Wall St. Rank held Towne Bank as of Q1 2021.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2021, filed 17 May 2021.