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TOWN icon

TCWP’s Towne Bank TOWN Stock Holding History

TCWP’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
Q2 		– Sell
-81
Closed -$2K – 1604
2022
Q1 		$2K Buy
+81
New +$2.55K ﹤0.01% 1390

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

TCWP's TOWN Position: Q2 2022 in Review

TCWP sold out of Towne Bank (TOWN) in Q2 2022, closing a stake of 81 shares — an estimated $2K sold.

TCWP first reported a position in TOWN in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 196 funds tracked by Wall St. Rank hold TOWN as of Q2 2022.

  • TCWP reported no remaining Towne Bank position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 81 Towne Bank shares in Q2 2022, an estimated $2K.
  • TCWP first reported a position in Towne Bank in Q1 2022 and held it in 1 quarter.
  • TCWP's Towne Bank position peaked at $2K in Q1 2022.
  • 196 funds tracked by Wall St. Rank held Towne Bank as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.