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Glassman Wealth Services’s Towne Bank TOWN Stock Holding History

Glassman Wealth 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
2024
Q1 		– Sell
-18
Closed -$536 – 1666
2023
Q4 		$536 Buy
+18
New +$467 ﹤0.01% 1706
2020
Q1 		– Sell
-25
Closed -$1K – 1562
2019
Q4 		$1K Buy
+25
New +$701 ﹤0.01% 1048

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Glassman Wealth Services's TOWN Position: Q1 2024 in Review

Glassman Wealth Services sold out of Towne Bank (TOWN) in Q1 2024, closing a stake of 18 shares — an estimated $536 sold.

Glassman Wealth Services first reported a position in TOWN in Q4 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2019. 211 funds tracked by Wall St. Rank hold TOWN as of Q1 2024.

  • Glassman Wealth Services reported no remaining Towne Bank position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 18 Towne Bank shares in Q1 2024, an estimated $536.
  • Glassman Wealth Services first reported a position in Towne Bank in Q4 2019 and held it in 2 quarters.
  • Glassman Wealth Services's Towne Bank position peaked at $1K in Q4 2019.
  • 211 funds tracked by Wall St. Rank held Towne Bank as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.