Orion Portfolio Solutions’s Towne Bank TOWN Stock Holding History

Orion Portfolio Solutions’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
2020 Q1	–	Sell	-140	Closed	-$4K	–	2306
2019 Q4	$4K	Buy	+140	New	+$3.92K	﹤0.01%	1344

Other funds holding TOWN

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Orion Portfolio Solutions's TOWN Position: Q1 2020 in Review

Orion Portfolio Solutions sold out of Towne Bank (TOWN) in Q1 2020, closing a stake of 140 shares — an estimated $4K sold.

Orion Portfolio Solutions first reported a position in TOWN in Q4 2019 and held it in 1 quarter. The position peaked at $4K in Q4 2019. 134 funds tracked by Wall St. Rank hold TOWN as of Q1 2020.

Orion Portfolio Solutions reported no remaining Towne Bank position as of Q1 2020 after selling out during the quarter.
Orion Portfolio Solutions sold 140 Towne Bank shares in Q1 2020, an estimated $4K.
Orion Portfolio Solutions first reported a position in Towne Bank in Q4 2019 and held it in 1 quarter.
Orion Portfolio Solutions's Towne Bank position peaked at $4K in Q4 2019.
134 funds tracked by Wall St. Rank held Towne Bank as of Q1 2020.

Based on Orion Portfolio Solutions's 13F filing for Q1 2020, filed 15 May 2020.