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Accurate Wealth Management’s Tompkins Financial TMP Stock Holding History

Accurate Wealth Management’s Portfolio TMP Stock Details TMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-555
Closed -$41.9K – 1340
2022
Q4 		$41.9K Buy
+555
New +$44.2K 0.02% 495

Other funds holding TMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Accurate Wealth Management's TMP Position: Q1 2023 in Review

Accurate Wealth Management sold out of Tompkins Financial (TMP) in Q1 2023, closing a stake of 555 shares — an estimated $41.9K sold.

Accurate Wealth Management first reported a position in TMP in Q4 2022 and held it in 1 quarter. The position peaked at $41.9K in Q4 2022. 151 funds tracked by Wall St. Rank hold TMP as of Q1 2023.

  • Accurate Wealth Management reported no remaining Tompkins Financial position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 555 Tompkins Financial shares in Q1 2023, an estimated $41.9K.
  • Accurate Wealth Management first reported a position in Tompkins Financial in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Tompkins Financial position peaked at $41.9K in Q4 2022.
  • 151 funds tracked by Wall St. Rank held Tompkins Financial as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.