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Dixon Hughes Goodman Wealth Advisors’s Towne Bank TOWN Stock Holding History

Dixon Hughes Goodman 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
2022
Q1 		$3K Hold
97
– – ﹤0.01% 694
2021
Q4 		$3K Buy
+97
New +$3.09K ﹤0.01% 654

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's TOWN Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors held its Towne Bank (TOWN) position steady in Q1 2022 at 97 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #694.

Dixon Hughes Goodman Wealth Advisors first reported a position in TOWN in Q4 2021 and has held it in 2 quarters since. 211 funds tracked by Wall St. Rank hold TOWN as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 97 shares of Towne Bank worth $3K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its Towne Bank share count unchanged in Q1 2022.
  • Towne Bank made up ﹤0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #694 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Towne Bank in Q4 2021 and has held it in 2 quarters since.
  • 211 funds tracked by Wall St. Rank held Towne Bank as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.