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Kennedy Capital Management’s Towne Bank TOWN Stock Holding History

Kennedy Capital Management’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
Q3 		– Sell
-24,091
Closed -$657K – 736
2024
Q2 		$657K Buy
+24,091
New +$648K 0.01% 624
2015
Q3 		– Sell
-141,632
Closed -$2.31M – 746
2015
Q2 		$2.31M Hold
141,632
– – 0.04% 571
2015
Q1 		$2.28M Buy
+141,632
New +$2.19M 0.04% 553

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Kennedy Capital Management's TOWN Position: Q3 2024 in Review

Kennedy Capital Management sold out of Towne Bank (TOWN) in Q3 2024, closing a stake of 24,091 shares — an estimated $657K sold.

Kennedy Capital Management first reported a position in TOWN in Q1 2015 and held it in 3 quarters. The position peaked at $2.31M in Q2 2015. 214 funds tracked by Wall St. Rank hold TOWN as of Q3 2024.

  • Kennedy Capital Management reported no remaining Towne Bank position as of Q3 2024 after selling out during the quarter.
  • Kennedy Capital Management sold 24,091 Towne Bank shares in Q3 2024, an estimated $657K.
  • Kennedy Capital Management first reported a position in Towne Bank in Q1 2015 and held it in 3 quarters.
  • Kennedy Capital Management's Towne Bank position peaked at $2.31M in Q2 2015.
  • 214 funds tracked by Wall St. Rank held Towne Bank as of Q3 2024.

Based on Kennedy Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.