Salomon & Ludwin’s Towne Bank TOWN Stock Holding History

Salomon & Ludwin’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 Q2	–	Sell	-7,905	Closed	-$222K	–	824
2024 Q1	$222K	Sell	7,905 -4,440	-36%	-$123K	0.02%	177
2023 Q4	$283K	Hold	12,345	–	–	0.03%	150
2023 Q3	$283K	Hold	12,345	–	–	0.03%	150
2023 Q2	$287K	Hold	12,345	–	–	0.03%	150
2023 Q1	$329K	Hold	12,345	–	–	0.04%	133
2022 Q4	$381K	Hold	12,345	–	–	0.05%	127
2022 Q3	$331K	Buy	12,345 +1,400	+13%	+$40.2K	0.05%	114
2022 Q2	$297K	Hold	10,945	–	–	0.05%	101
2022 Q1	$328K	Hold	10,945	–	–	0.05%	88
2021 Q4	$346K	Hold	10,945	–	–	0.05%	78
2021 Q3	$340K	Hold	10,945	–	–	0.05%	66
2021 Q2	$333K	Hold	10,945	–	–	0.05%	64
2021 Q1	$333K	Hold	10,945	–	–	0.06%	59
2020 Q4	$257K	Hold	10,945	–	–	0.05%	63
2020 Q3	$179K	Hold	10,945	–	–	0.04%	68
2020 Q2	$206K	Hold	10,945	–	–	0.04%	63
2020 Q1	$198K	Hold	10,945	–	–	0.05%	52
2019 Q4	$304K	Sell	10,945 -10,940	-50%	-$307K	0.06%	38
2019 Q3	$609K	Sell	21,885 -10,500	-32%	-$285K	0.12%	30
2019 Q2	$883K	Hold	32,385	–	–	0.18%	26
2019 Q1	$802K	Hold	32,385	–	–	0.17%	25
2018 Q4	$776K	Buy	+32,385	New	+$889K	0.18%	24

Other funds holding TOWN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Salomon & Ludwin's TOWN Position: Q2 2024 in Review

Salomon & Ludwin sold out of Towne Bank (TOWN) in Q2 2024, closing a stake of 7,905 shares — an estimated $222K sold.

Salomon & Ludwin first reported a position in TOWN in Q4 2018 and held it in 22 quarters. The position peaked at $883K in Q2 2019. 202 funds tracked by Wall St. Rank hold TOWN as of Q2 2024.

Salomon & Ludwin reported no remaining Towne Bank position as of Q2 2024 after selling out during the quarter.
Salomon & Ludwin sold 7,905 Towne Bank shares in Q2 2024, an estimated $222K.
Salomon & Ludwin first reported a position in Towne Bank in Q4 2018 and held it in 22 quarters.
Salomon & Ludwin's Towne Bank position peaked at $883K in Q2 2019.
202 funds tracked by Wall St. Rank held Towne Bank as of Q2 2024.

Based on Salomon & Ludwin's 13F filing for Q2 2024, filed 25 Jul 2024.