American Portfolios Advisors’s Tompkins Financial TMP Stock Holding History

American Portfolios Advisors’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
2022 Q3	$87.1K	Hold	1,200	–	–	﹤0.01%	1431
2022 Q2	$86.5K	Hold	1,200	–	–	﹤0.01%	1480
2022 Q1	$93.9K	Hold	1,200	–	–	﹤0.01%	1546
2021 Q4	$100K	Hold	1,200	–	–	﹤0.01%	1508
2021 Q3	$97.1K	Hold	1,200	–	–	﹤0.01%	1471
2021 Q2	$93.1K	Hold	1,200	–	–	﹤0.01%	1455
2021 Q1	$99.2K	Hold	1,200	–	–	﹤0.01%	1317
2020 Q4	$84.7K	Hold	1,200	–	–	﹤0.01%	1222
2020 Q3	$68.2K	Hold	1,200	–	–	﹤0.01%	1216
2020 Q2	$77.7K	Hold	1,200	–	–	0.01%	1099
2020 Q1	$86.2K	Hold	1,200	–	–	0.01%	940
2019 Q4	$110K	Hold	1,200	–	–	0.01%	998
2019 Q3	$97.4K	Hold	1,200	–	–	0.01%	1012
2019 Q2	$97.9K	Sell	1,200 -1,599	-57%	-$127K	0.01%	997
2019 Q1	$213K	Hold	2,799	–	–	0.02%	620
2018 Q4	$210K	Buy	+2,799	New	+$214K	0.03%	497

Other funds holding TMP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Portfolios Advisors's TMP Position: Q3 2022 in Review

American Portfolios Advisors held its Tompkins Financial (TMP) position steady in Q3 2022 at 1,200 shares worth $87.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1431.

American Portfolios Advisors first reported a position in TMP in Q4 2018 and has held it in 16 quarters since. The position peaked at $213K in Q1 2019. 152 funds tracked by Wall St. Rank hold TMP as of Q3 2022.

American Portfolios Advisors held 1,200 shares of Tompkins Financial worth $87.1K as of Q3 2022.
American Portfolios Advisors left its Tompkins Financial share count unchanged in Q3 2022.
Tompkins Financial made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1431 holding.
American Portfolios Advisors first reported a position in Tompkins Financial in Q4 2018 and has held it in 16 quarters since.
American Portfolios Advisors's Tompkins Financial position peaked at $213K in Q1 2019.
152 funds tracked by Wall St. Rank held Tompkins Financial as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.