OQS
TOWN icon

Occudo Quantitative Strategies’s Towne Bank TOWN Stock Holding History

Occudo Quantitative Strategies’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
2025
Q4 		– Sell
-10,328
Closed -$357K – 906
2025
Q3 		$357K Buy
+10,328
New +$370K 0.04% 456
2024
Q2 		– Sell
-7,770
Closed -$218K – 998
2024
Q1 		$218K Buy
+7,770
New +$216K 0.04% 573
2023
Q4 		– Sell
-21,283
Closed -$488K – 1201
2023
Q3 		$488K Buy
+21,283
New +$513K 0.06% 503
2023
Q1 		– Sell
-21,234
Closed -$655K – 1205
2022
Q4 		$655K Buy
21,234
+8,493
+67% +$263K 0.08% 415
2022
Q3 		$342K Sell
12,741
-7,223
-36% -$207K 0.03% 802
2022
Q2 		$542K Sell
19,964
-231
-1% -$6.59K 0.04% 592
2022
Q1 		$605K Buy
+20,195
New +$636K 0.05% 572

Other funds holding TOWN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return