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Selective Wealth Management’s Towne Bank TOWN Stock Holding History

Selective Wealth Management’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 		– Sell
-200
Closed -$5K – 672
2022
Q3 		$5K Hold
200
– – ﹤0.01% 602
2022
Q2 		$5K Hold
200
– – ﹤0.01% 639
2022
Q1 		$6K Hold
200
– – ﹤0.01% 592
2021
Q4 		$6K Hold
200
– – ﹤0.01% 541
2021
Q3 		$6K Hold
200
– – ﹤0.01% 482
2021
Q2 		$6K Hold
200
– – ﹤0.01% 394
2021
Q1 		$6K Hold
200
– – 0.01% 300
2020
Q4 		$5K Buy
+200
New +$4.13K ﹤0.01% 294

Other funds holding TOWN

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BlackRock
BlackRock New York $5.72T AUM 30.48% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Selective Wealth Management's TOWN Position: Q4 2022 in Review

Selective Wealth Management sold out of Towne Bank (TOWN) in Q4 2022, closing a stake of 200 shares — an estimated $5K sold.

Selective Wealth Management first reported a position in TOWN in Q4 2020 and held it in 8 quarters. The position peaked at $6K in Q1 2022. 213 funds tracked by Wall St. Rank hold TOWN as of Q4 2022.

  • Selective Wealth Management reported no remaining Towne Bank position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 200 Towne Bank shares in Q4 2022, an estimated $5K.
  • Selective Wealth Management first reported a position in Towne Bank in Q4 2020 and held it in 8 quarters.
  • Selective Wealth Management's Towne Bank position peaked at $6K in Q1 2022.
  • 213 funds tracked by Wall St. Rank held Towne Bank as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.