Sargent Bickham Lagudis’s Towne Bank TOWN Stock Holding History

Sargent Bickham Lagudis’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
2022 Q4	$25.4K	Buy	+824	New	+$25.5K	﹤0.01%	559
2020 Q2	–	Sell	-824	Closed	-$15K	–	822
2020 Q1	$15K	Hold	824	–	–	﹤0.01%	507
2019 Q4	$23K	Hold	824	–	–	﹤0.01%	503
2019 Q3	$23K	Hold	824	–	–	﹤0.01%	456
2019 Q2	$22K	Hold	824	–	–	﹤0.01%	481
2019 Q1	$20K	Hold	824	–	–	﹤0.01%	513
2018 Q4	$20K	Hold	824	–	–	﹤0.01%	489
2018 Q3	$25K	Buy	+824	New	+$26.6K	﹤0.01%	463

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

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Sargent Bickham Lagudis's TOWN Position: Q4 2022 in Review

Sargent Bickham Lagudis opened a new position in Towne Bank (TOWN) in Q4 2022: 824 shares worth $25.4K. The stake represents ﹤0.01% of the portfolio and ranks #559 among its holdings. This is a return to the name: Sargent Bickham Lagudis previously reported a position in TOWN as recently as Q1 2020.

Sargent Bickham Lagudis first reported a position in TOWN in Q3 2018 and has held it in 8 quarters since. 213 funds tracked by Wall St. Rank hold TOWN as of Q4 2022.

Sargent Bickham Lagudis held 824 shares of Towne Bank worth $25.4K as of Q4 2022.
Towne Bank was a new Sargent Bickham Lagudis position in Q4 2022.
Towne Bank made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #559 holding.
Sargent Bickham Lagudis first reported a position in Towne Bank in Q3 2018 and has held it in 8 quarters since.
213 funds tracked by Wall St. Rank held Towne Bank as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.