SWM
TOWN icon

Spire Wealth Management’s Towne Bank TOWN Stock Holding History

Spire 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
2021
Q3 		– Sell
-29,548
Closed -$899K – 2649
2021
Q2 		$899K Buy
29,548
+170
+0.6% +$5.33K 0.02% 458
2021
Q1 		$893K Buy
+29,378
New +$816K 0.02% 479

Other funds holding TOWN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Spire Wealth Management's TOWN Position: Q3 2021 in Review

Spire Wealth Management sold out of Towne Bank (TOWN) in Q3 2021, closing a stake of 29,548 shares — an estimated $899K sold.

Spire Wealth Management first reported a position in TOWN in Q1 2021 and held it in 2 quarters. The position peaked at $899K in Q2 2021. 175 funds tracked by Wall St. Rank hold TOWN as of Q3 2021.

  • Spire Wealth Management reported no remaining Towne Bank position as of Q3 2021 after selling out during the quarter.
  • Spire Wealth Management sold 29,548 Towne Bank shares in Q3 2021, an estimated $899K.
  • Spire Wealth Management first reported a position in Towne Bank in Q1 2021 and held it in 2 quarters.
  • Spire Wealth Management's Towne Bank position peaked at $899K in Q2 2021.
  • 175 funds tracked by Wall St. Rank held Towne Bank as of Q3 2021.

Based on Spire Wealth Management's 13F filing for Q3 2021, filed 22 Oct 2021.