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Wipfli Financial Advisors’s Towne Bank TOWN Stock Holding History

Wipfli Financial 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
2022
Q3 		$2K Buy
+76
New +$2.18K ﹤0.01% 2323

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
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

Wipfli Financial Advisors's TOWN Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Towne Bank (TOWN) in Q3 2022: 76 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #2323 among its holdings.

195 funds tracked by Wall St. Rank hold TOWN as of Q3 2022.

  • Wipfli Financial Advisors held 76 shares of Towne Bank worth $2K as of Q3 2022.
  • Towne Bank was a new Wipfli Financial Advisors position in Q3 2022.
  • Towne Bank made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2323 holding.
  • 195 funds tracked by Wall St. Rank held Towne Bank as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.