Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
AF
Advisornet Financial’s
Tompkins Financial
TMP
Stock Holding History
Advisornet Financial’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
2024
Q4
–
Sell
-181
Closed
-$10.5K
–
2261
2024
Q3
$10.5K
Hold
181
–
–
﹤0.01%
1405
2024
Q2
$8.85K
Hold
181
–
–
﹤0.01%
1345
2024
Q1
$9.1K
Hold
181
–
–
﹤0.01%
1316
2023
Q4
$10.9K
Hold
181
–
–
﹤0.01%
1288
2023
Q3
$8.87K
Hold
181
–
–
﹤0.01%
1268
2023
Q2
$10.1K
Hold
181
–
–
﹤0.01%
1319
2023
Q1
$12K
Hold
181
–
–
﹤0.01%
1249
2022
Q4
$14K
Hold
181
–
–
﹤0.01%
1192
2022
Q3
$13K
Hold
181
–
–
﹤0.01%
1268
2022
Q2
$13K
Hold
181
–
–
﹤0.01%
1281
2022
Q1
$14K
Hold
181
–
–
﹤0.01%
1354
2021
Q4
$15K
Hold
181
–
–
﹤0.01%
1378
2021
Q3
$15K
Hold
181
–
–
﹤0.01%
1346
2021
Q2
$14K
Hold
181
–
–
﹤0.01%
1345
2021
Q1
$15K
Buy
+181
New
+$14.3K
﹤0.01%
1272
Other funds holding TMP
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
TF
Tompkins Financial
Ithaca, New York
$1.43B AUM
24.87%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close