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GRP
Global Retirement Partners’s
Towne Bank
TOWN
Stock Holding History
Global Retirement Partners’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
2025
Q4
$6.91K
Sell
207
-897
-81%
-$30.2K
﹤0.01%
3313
2025
Q3
$38.1K
Buy
1,104
+338
+44%
+$12.1K
﹤0.01%
2055
2025
Q2
$26.2K
Buy
+766
New
+$25.6K
﹤0.01%
2141
2024
Q4
$3.31K
Hold
97
–
–
﹤0.01%
2880
2024
Q3
$3.19K
Buy
97
+1
+1%
+$32
﹤0.01%
2759
2024
Q2
$2.61K
Buy
96
+1
+1%
+$27
﹤0.01%
2869
2024
Q1
$2.66K
Hold
95
–
–
﹤0.01%
2637
2023
Q4
$2.67K
Buy
95
+2
+2%
+$52
﹤0.01%
2560
2023
Q3
$2.08K
Buy
93
+1
+1%
+$24
﹤0.01%
2527
2023
Q2
$2.14K
Hold
92
–
–
﹤0.01%
2529
2023
Q1
$2.05K
Buy
92
+1
+1%
+$30
﹤0.01%
2501
2022
Q4
$2.8K
Hold
91
–
–
﹤0.01%
2234
2022
Q3
$3K
Buy
91
+2
+2%
+$57
﹤0.01%
2159
2022
Q2
$2K
Hold
89
–
–
﹤0.01%
2280
2022
Q1
$3K
Buy
+89
New
+$2.8K
﹤0.01%
2107
2021
Q4
–
Sell
-88
Closed
-$3K
–
1662
2021
Q3
$3K
Buy
88
+1
+1%
+$30
﹤0.01%
1778
2021
Q2
$3K
Buy
87
+1
+1%
+$31
﹤0.01%
1694
2021
Q1
$3K
Hold
86
–
–
﹤0.01%
1607
2020
Q4
$2K
Buy
86
+1
+1%
+$21
﹤0.01%
1633
2020
Q3
$1K
Buy
+85
New
+$1.51K
﹤0.01%
1589
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1-Year Est. Return
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1-Year Est. Return
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$1.61T AUM
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1-Year Est. Return
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$60.9B AUM
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1-Year Est. Return
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$654B AUM
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1-Year Est. Return
RA
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$10.1B AUM
42.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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