Claris Advisors’s Towne Bank TOWN Stock Holding History

Claris 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	-5	Closed	-$165	–	1056
2024 Q3	$165	Buy	+5	New	+$161	﹤0.01%	1025

Other funds holding TOWN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Claris Advisors's TOWN Position: Q4 2024 in Review

Claris Advisors sold out of Towne Bank (TOWN) in Q4 2024, closing a stake of 5 shares — an estimated $165 sold.

Claris Advisors first reported a position in TOWN in Q3 2024 and held it in 1 quarter. The position peaked at $165 in Q3 2024. 218 funds tracked by Wall St. Rank hold TOWN as of Q4 2024.

Claris Advisors reported no remaining Towne Bank position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 5 Towne Bank shares in Q4 2024, an estimated $165.
Claris Advisors first reported a position in Towne Bank in Q3 2024 and held it in 1 quarter.
Claris Advisors's Towne Bank position peaked at $165 in Q3 2024.
218 funds tracked by Wall St. Rank held Towne Bank as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.