JWA
TOWN icon

JFS Wealth Advisors’s Towne Bank TOWN Stock Holding History

JFS Wealth Advisors’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
2026
Q2 		$1.82K Buy
50
+10
+25% +$349 ﹤0.01% 1640
2026
Q1 		$1.35K Sell
40
-19
-32% -$660 ﹤0.01% 1606
2025
Q4 		$1.97K Buy
59
+15
+34% +$505 ﹤0.01% 1548
2025
Q3 		$1.52K Hold
44
– – ﹤0.01% 1503
2025
Q2 		$1.5K Hold
44
– – ﹤0.01% 1468
2025
Q1 		$1.5K Hold
44
– – ﹤0.01% 1564
2024
Q4 		$1.5K Hold
44
– – ﹤0.01% 1577
2024
Q3 		$1.46K Buy
44
+1
+2% +$32 ﹤0.01% 1595
2024
Q2 		$1.17K Hold
43
– – ﹤0.01% 1630
2024
Q1 		$1.21K Hold
43
– – ﹤0.01% 1609
2023
Q4 		$1.28K Buy
43
+29
+207% +$752 ﹤0.01% 1572
2023
Q3 		$322 Sell
14
-12
-46% -$289 ﹤0.01% 1809
2023
Q2 		$605 Sell
26
-3
-10% -$72 ﹤0.01% 1729
2023
Q1 		$773 Sell
29
-11
-28% -$325 ﹤0.01% 1646
2022
Q4 		$1.23K Buy
40
+6
+18% +$186 ﹤0.01% 1549
2022
Q3 		$1K Buy
34
+12
+55% +$344 ﹤0.01% 1663
2022
Q2 		$1K Sell
22
-1
-4% -$29 ﹤0.01% 1651
2022
Q1 		$1K Buy
23
+16
+229% +$504 ﹤0.01% 1742
2021
Q4 		$0 Buy
+7
New +$223 ﹤0.01% 1881

Other funds holding TOWN

DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
BRG
Bay Rivers Group Williamsburg, Virginia $293M AUM 48.17% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return