Veritable’s Towne Bank TOWN Stock Holding History

Veritable’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 Q3	–	Sell	-7,581	Closed	-$206K	–	893
2022 Q2	$206K	Buy	7,581 +25	+0.3%	+$714	﹤0.01%	810
2022 Q1	$226K	Buy	+7,556	New	+$238K	﹤0.01%	818

Other funds holding TOWN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

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

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

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

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

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

Veritable's TOWN Position: Q3 2022 in Review

Veritable sold out of Towne Bank (TOWN) in Q3 2022, closing a stake of 7,581 shares — an estimated $206K sold.

Veritable first reported a position in TOWN in Q1 2022 and held it in 2 quarters. The position peaked at $226K in Q1 2022. 195 funds tracked by Wall St. Rank hold TOWN as of Q3 2022.

Veritable reported no remaining Towne Bank position as of Q3 2022 after selling out during the quarter.
Veritable sold 7,581 Towne Bank shares in Q3 2022, an estimated $206K.
Veritable first reported a position in Towne Bank in Q1 2022 and held it in 2 quarters.
Veritable's Towne Bank position peaked at $226K in Q1 2022.
195 funds tracked by Wall St. Rank held Towne Bank as of Q3 2022.

Based on Veritable's 13F filing for Q3 2022, filed 14 Nov 2022.