Curi Wealth Management’s Towne Bank TOWN Stock Holding History

Curi Wealth Management’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
2023 Q1	–	Sell	-6,500	Closed	-$200K	–	189
2022 Q4	$200K	Buy	+6,500	New	+$201K	0.03%	183

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

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

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

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Curi Wealth Management's TOWN Position: Q1 2023 in Review

Curi Wealth Management sold out of Towne Bank (TOWN) in Q1 2023, closing a stake of 6,500 shares — an estimated $200K sold.

Curi Wealth Management first reported a position in TOWN in Q4 2022 and held it in 1 quarter. The position peaked at $200K in Q4 2022. 194 funds tracked by Wall St. Rank hold TOWN as of Q1 2023.

Curi Wealth Management reported no remaining Towne Bank position as of Q1 2023 after selling out during the quarter.
Curi Wealth Management sold 6,500 Towne Bank shares in Q1 2023, an estimated $200K.
Curi Wealth Management first reported a position in Towne Bank in Q4 2022 and held it in 1 quarter.
Curi Wealth Management's Towne Bank position peaked at $200K in Q4 2022.
194 funds tracked by Wall St. Rank held Towne Bank as of Q1 2023.

Based on Curi Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.