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Virginia Wealth Management Group’s Towne Bank TOWN Stock Holding History

Virginia Wealth Management Group’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
-8,111
Closed -$216K – 73
2023
Q1 		$216K Hold
8,111
– – 0.15% 70
2022
Q4 		$250K Sell
8,111
-1,262
-13% -$39.1K 0.17% 69
2022
Q3 		$251K Buy
+9,373
New +$269K 0.19% 67

Other funds holding TOWN

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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

Virginia Wealth Management Group's TOWN Position: Q2 2023 in Review

Virginia Wealth Management Group sold out of Towne Bank (TOWN) in Q2 2023, closing a stake of 8,111 shares — an estimated $216K sold.

Virginia Wealth Management Group first reported a position in TOWN in Q3 2022 and held it in 3 quarters. The position peaked at $251K in Q3 2022. 184 funds tracked by Wall St. Rank hold TOWN as of Q2 2023.

  • Virginia Wealth Management Group reported no remaining Towne Bank position as of Q2 2023 after selling out during the quarter.
  • Virginia Wealth Management Group sold 8,111 Towne Bank shares in Q2 2023, an estimated $216K.
  • Virginia Wealth Management Group first reported a position in Towne Bank in Q3 2022 and held it in 3 quarters.
  • Virginia Wealth Management Group's Towne Bank position peaked at $251K in Q3 2022.
  • 184 funds tracked by Wall St. Rank held Towne Bank as of Q2 2023.

Based on Virginia Wealth Management Group's 13F filing for Q2 2023, filed 8 Aug 2023.