InceptionR’s Towne Bank TOWN Stock Holding History

InceptionR’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 Q4	–	Sell	-6,439	Closed	-$213K	–	872
2024 Q3	$213K	Buy	+6,439	New	+$207K	0.05%	555
2023 Q1	–	Sell	-11,102	Closed	-$342K	–	590
2022 Q4	$342K	Buy	+11,102	New	+$344K	0.18%	244

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

InceptionR's TOWN Position: Q4 2024 in Review

InceptionR sold out of Towne Bank (TOWN) in Q4 2024, closing a stake of 6,439 shares — an estimated $213K sold.

InceptionR first reported a position in TOWN in Q4 2022 and held it in 2 quarters. The position peaked at $342K in Q4 2022. 218 funds tracked by Wall St. Rank hold TOWN as of Q4 2024.

InceptionR reported no remaining Towne Bank position as of Q4 2024 after selling out during the quarter.
InceptionR sold 6,439 Towne Bank shares in Q4 2024, an estimated $213K.
InceptionR first reported a position in Towne Bank in Q4 2022 and held it in 2 quarters.
InceptionR's Towne Bank position peaked at $342K in Q4 2022.
218 funds tracked by Wall St. Rank held Towne Bank as of Q4 2024.

Based on InceptionR's 13F filing for Q4 2024, filed 6 Feb 2025.