Hoese & Co’s Towne Bank TOWN Stock Holding History

Hoese & Co’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
2023 Q2	–	Sell	-150	Closed	-$4.55K	–	178
2023 Q1	$4.55K	Hold	150	–	–	0.01%	154
2022 Q4	$5K	Hold	150	–	–	0.01%	160
2022 Q3	$4K	Hold	150	–	–	﹤0.01%	172
2022 Q2	$4K	Hold	150	–	–	﹤0.01%	175
2022 Q1	$4K	Hold	150	–	–	﹤0.01%	184
2021 Q4	$5K	Hold	150	–	–	0.01%	179
2021 Q3	$5K	Hold	150	–	–	0.01%	162
2021 Q2	$5K	Buy	+150	New	+$4.71K	0.01%	172

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 Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Hoese & Co's TOWN Position: Q2 2023 in Review

Hoese & Co sold out of Towne Bank (TOWN) in Q2 2023, closing a stake of 150 shares — an estimated $4.55K sold.

Hoese & Co first reported a position in TOWN in Q2 2021 and held it in 8 quarters. The position peaked at $5K in Q4 2022. 184 funds tracked by Wall St. Rank hold TOWN as of Q2 2023.

Hoese & Co reported no remaining Towne Bank position as of Q2 2023 after selling out during the quarter.
Hoese & Co sold 150 Towne Bank shares in Q2 2023, an estimated $4.55K.
Hoese & Co first reported a position in Towne Bank in Q2 2021 and held it in 8 quarters.
Hoese & Co's Towne Bank position peaked at $5K in Q4 2022.
184 funds tracked by Wall St. Rank held Towne Bank as of Q2 2023.

Based on Hoese & Co's 13F filing for Q2 2023, filed 12 Jul 2023.