Taylor Hoffman Wealth Management’s Towne Bank TOWN Stock Holding History

Taylor Hoffman 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
2020 Q3	–	Sell	-1,780	Closed	-$34K	–	333
2020 Q2	$34K	Buy	+1,780	New	+$33K	0.02%	219
2020 Q1	–	Sell	-280	Closed	-$8K	–	348
2019 Q4	$8K	Hold	280	–	–	0.01%	331
2019 Q3	$8K	Hold	280	–	–	0.01%	325
2019 Q2	$8K	Hold	280	–	–	0.01%	309
2019 Q1	$7K	Hold	280	–	–	0.01%	312
2018 Q4	$7K	Hold	280	–	–	0.01%	304
2018 Q3	$9K	Hold	280	–	–	0.01%	295
2018 Q2	$9K	Hold	280	–	–	0.01%	271
2018 Q1	$8K	Hold	280	–	–	0.01%	293
2017 Q4	$9K	Buy	+280	New	+$9.34K	0.01%	295

Other funds holding TOWN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Taylor Hoffman Wealth Management's TOWN Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of Towne Bank (TOWN) in Q3 2020, closing a stake of 1,780 shares — an estimated $34K sold.

Taylor Hoffman Wealth Management first reported a position in TOWN in Q4 2017 and held it in 10 quarters. The position peaked at $34K in Q2 2020. 150 funds tracked by Wall St. Rank hold TOWN as of Q3 2020.

Taylor Hoffman Wealth Management reported no remaining Towne Bank position as of Q3 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 1,780 Towne Bank shares in Q3 2020, an estimated $34K.
Taylor Hoffman Wealth Management first reported a position in Towne Bank in Q4 2017 and held it in 10 quarters.
Taylor Hoffman Wealth Management's Towne Bank position peaked at $34K in Q2 2020.
150 funds tracked by Wall St. Rank held Towne Bank as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.