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TCI Wealth Advisors’s Towne Bank TOWN Stock Holding History

TCI Wealth Advisors’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
2023
Q2 		– Sell
-4
Closed -$107 – 2060
2023
Q1 		$107 Sell
4
-201
-98% -$5.94K ﹤0.01% 2396
2022
Q4 		$6.32K Hold
205
– – ﹤0.01% 1371
2022
Q3 		$6K Buy
205
+4
+2% +$115 ﹤0.01% 1381
2022
Q2 		$5K Hold
201
– – ﹤0.01% 1541
2022
Q1 		$6K Hold
201
– – ﹤0.01% 1468
2021
Q4 		$6K Hold
201
– – ﹤0.01% 1579
2021
Q3 		$6K Buy
+201
New +$6.05K ﹤0.01% 1516

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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

TCI Wealth Advisors's TOWN Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Towne Bank (TOWN) in Q2 2023, closing a stake of 4 shares — an estimated $107 sold.

TCI Wealth Advisors first reported a position in TOWN in Q3 2021 and held it in 7 quarters. The position peaked at $6.32K in Q4 2022. 184 funds tracked by Wall St. Rank hold TOWN as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Towne Bank position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 4 Towne Bank shares in Q2 2023, an estimated $107.
  • TCI Wealth Advisors first reported a position in Towne Bank in Q3 2021 and held it in 7 quarters.
  • TCI Wealth Advisors's Towne Bank position peaked at $6.32K in Q4 2022.
  • 184 funds tracked by Wall St. Rank held Towne Bank as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.