Naples Money Management’s Towne Bank TOWN Stock Holding History

Naples Money 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	$1.19K	Buy	+36	New	+$1.16K	﹤0.01%	338

Other funds holding TOWN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Naples Money Management's TOWN Position: Q3 2024 in Review

Naples Money Management opened a new position in Towne Bank (TOWN) in Q3 2024: 36 shares worth $1.19K. The stake represents ﹤0.01% of the portfolio and ranks #338 among its holdings.

214 funds tracked by Wall St. Rank hold TOWN as of Q3 2024.

Naples Money Management held 36 shares of Towne Bank worth $1.19K as of Q3 2024.
Towne Bank was a new Naples Money Management position in Q3 2024.
Towne Bank made up ﹤0.01% of Naples Money Management's portfolio in Q3 2024, its #338 holding.
214 funds tracked by Wall St. Rank held Towne Bank as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.