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First Personal Financial Services’s Towne Bank TOWN Stock Holding History

First Personal Financial Services’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
Q3 		– Sell
-319
Closed -$10K – 325
2021
Q2 		$10K Buy
+319
New +$10K ﹤0.01% 292

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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
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
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

First Personal Financial Services's TOWN Position: Q3 2021 in Review

First Personal Financial Services sold out of Towne Bank (TOWN) in Q3 2021, closing a stake of 319 shares — an estimated $10K sold.

First Personal Financial Services first reported a position in TOWN in Q2 2021 and held it in 1 quarter. The position peaked at $10K in Q2 2021. 175 funds tracked by Wall St. Rank hold TOWN as of Q3 2021.

  • First Personal Financial Services reported no remaining Towne Bank position as of Q3 2021 after selling out during the quarter.
  • First Personal Financial Services sold 319 Towne Bank shares in Q3 2021, an estimated $10K.
  • First Personal Financial Services first reported a position in Towne Bank in Q2 2021 and held it in 1 quarter.
  • First Personal Financial Services's Towne Bank position peaked at $10K in Q2 2021.
  • 175 funds tracked by Wall St. Rank held Towne Bank as of Q3 2021.

Based on First Personal Financial Services's 13F filing for Q3 2021, filed 4 Nov 2021.