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	–	2257
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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Advisornet Financial's TMP Position: Q4 2024 in Review

Advisornet Financial sold out of Tompkins Financial (TMP) in Q4 2024, closing a stake of 181 shares — an estimated $10.5K sold.

Advisornet Financial first reported a position in TMP in Q1 2021 and held it in 15 quarters. The position peaked at $15K in Q4 2021. 177 funds tracked by Wall St. Rank hold TMP as of Q4 2024.

Advisornet Financial reported no remaining Tompkins Financial position as of Q4 2024 after selling out during the quarter.
Advisornet Financial sold 181 Tompkins Financial shares in Q4 2024, an estimated $10.5K.
Advisornet Financial first reported a position in Tompkins Financial in Q1 2021 and held it in 15 quarters.
Advisornet Financial's Tompkins Financial position peaked at $15K in Q4 2021.
177 funds tracked by Wall St. Rank held Tompkins Financial as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.