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Newbridge Financial Services Group’s Towne Bank TOWN Stock Holding History

Newbridge Financial Services Group’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
2021
Q3 		– Sell
-1,044
Closed -$32K – 1602
2021
Q2 		$32K Hold
1,044
– – 0.02% 607
2021
Q1 		$32K Buy
+1,044
New +$29K 0.02% 554

Other funds holding TOWN

Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Newbridge Financial Services Group's TOWN Position: Q3 2021 in Review

Newbridge Financial Services Group sold out of Towne Bank (TOWN) in Q3 2021, closing a stake of 1,044 shares — an estimated $32K sold.

Newbridge Financial Services Group first reported a position in TOWN in Q1 2021 and held it in 2 quarters. The position peaked at $32K in Q2 2021. 175 funds tracked by Wall St. Rank hold TOWN as of Q3 2021.

  • Newbridge Financial Services Group reported no remaining Towne Bank position as of Q3 2021 after selling out during the quarter.
  • Newbridge Financial Services Group sold 1,044 Towne Bank shares in Q3 2021, an estimated $32K.
  • Newbridge Financial Services Group first reported a position in Towne Bank in Q1 2021 and held it in 2 quarters.
  • Newbridge Financial Services Group's Towne Bank position peaked at $32K in Q2 2021.
  • 175 funds tracked by Wall St. Rank held Towne Bank as of Q3 2021.

Based on Newbridge Financial Services Group's 13F filing for Q3 2021, filed 27 Oct 2021.