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Sowell Financial Services’s Towne Bank TOWN Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-202
Closed -$7K – 2519
2021
Q1 		$7K Buy
+202
New +$5.61K ﹤0.01% 2479
2020
Q3 		– Sell
-25
Closed – – 2705
2020
Q2 		$0 Hold
25
– – ﹤0.01% 2661
2020
Q1 		$0 Hold
25
– – ﹤0.01% 2687
2019
Q4 		$1K Hold
25
– – ﹤0.01% 2428
2019
Q3 		$1K Buy
+25
New +$680 ﹤0.01% 2311

Other funds holding TOWN

Vanguard Group
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Sowell Financial Services's TOWN Position: Q2 2021 in Review

Sowell Financial Services sold out of Towne Bank (TOWN) in Q2 2021, closing a stake of 202 shares — an estimated $7K sold.

Sowell Financial Services first reported a position in TOWN in Q3 2019 and held it in 5 quarters. The position peaked at $7K in Q1 2021. 174 funds tracked by Wall St. Rank hold TOWN as of Q2 2021.

  • Sowell Financial Services reported no remaining Towne Bank position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 202 Towne Bank shares in Q2 2021, an estimated $7K.
  • Sowell Financial Services first reported a position in Towne Bank in Q3 2019 and held it in 5 quarters.
  • Sowell Financial Services's Towne Bank position peaked at $7K in Q1 2021.
  • 174 funds tracked by Wall St. Rank held Towne Bank as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.