Elmwood Wealth Management’s Towne Bank TOWN Stock Holding History

Elmwood 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
2022 Q1	–	Sell	-200	Closed	-$6K	–	301
2021 Q4	$6K	Buy	+200	New	+$6.37K	﹤0.01%	314

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 Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Elmwood Wealth Management's TOWN Position: Q1 2022 in Review

Elmwood Wealth Management sold out of Towne Bank (TOWN) in Q1 2022, closing a stake of 200 shares — an estimated $6K sold.

Elmwood Wealth Management first reported a position in TOWN in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 211 funds tracked by Wall St. Rank hold TOWN as of Q1 2022.

Elmwood Wealth Management reported no remaining Towne Bank position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 200 Towne Bank shares in Q1 2022, an estimated $6K.
Elmwood Wealth Management first reported a position in Towne Bank in Q4 2021 and held it in 1 quarter.
Elmwood Wealth Management's Towne Bank position peaked at $6K in Q4 2021.
211 funds tracked by Wall St. Rank held Towne Bank as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.