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TFO Wealth Partners’s Towne Bank TOWN Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-3
Closed -$84 – 680
2024
Q1 		$84 Hold
3
– – ﹤0.01% 665
2023
Q4 		$89 Hold
3
– – ﹤0.01% 810
2023
Q3 		$70 Hold
3
– – ﹤0.01% 1021
2023
Q2 		$70 Hold
3
– – ﹤0.01% 728
2023
Q1 		$80 Sell
3
-3
-50% -$89 ﹤0.01% 689
2022
Q4 		$939 Buy
+6
New +$186 ﹤0.01% 381

Other funds holding TOWN

Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

TFO Wealth Partners's TOWN Position: Q2 2024 in Review

TFO Wealth Partners sold out of Towne Bank (TOWN) in Q2 2024, closing a stake of 3 shares — an estimated $84 sold.

TFO Wealth Partners first reported a position in TOWN in Q4 2022 and held it in 6 quarters. The position peaked at $939 in Q4 2022. 202 funds tracked by Wall St. Rank hold TOWN as of Q2 2024.

  • TFO Wealth Partners reported no remaining Towne Bank position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 3 Towne Bank shares in Q2 2024, an estimated $84.
  • TFO Wealth Partners first reported a position in Towne Bank in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Towne Bank position peaked at $939 in Q4 2022.
  • 202 funds tracked by Wall St. Rank held Towne Bank as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.