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Ameritas Advisory Services’s Tompkins Financial TMP Stock Holding History

Ameritas Advisory Services’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
Q2 		– Sell
-80
Closed -$4.82K – 2343
2023
Q1 		$4.82K Buy
+80
New +$5.88K ﹤0.01% 2160

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 $3.38T AUM 44.17% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ameritas Advisory Services's TMP Position: Q2 2023 in Review

Ameritas Advisory Services sold out of Tompkins Financial (TMP) in Q2 2023, closing a stake of 80 shares — an estimated $4.82K sold.

Ameritas Advisory Services first reported a position in TMP in Q1 2023 and held it in 1 quarter. The position peaked at $4.82K in Q1 2023. 139 funds tracked by Wall St. Rank hold TMP as of Q2 2023.

  • Ameritas Advisory Services reported no remaining Tompkins Financial position as of Q2 2023 after selling out during the quarter.
  • Ameritas Advisory Services sold 80 Tompkins Financial shares in Q2 2023, an estimated $4.82K.
  • Ameritas Advisory Services first reported a position in Tompkins Financial in Q1 2023 and held it in 1 quarter.
  • Ameritas Advisory Services's Tompkins Financial position peaked at $4.82K in Q1 2023.
  • 139 funds tracked by Wall St. Rank held Tompkins Financial as of Q2 2023.

Based on Ameritas Advisory Services's 13F filing for Q2 2023, filed 25 Jul 2023.