Avion Wealth’s Tompkins Financial TMP Stock Holding History

Avion Wealth’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 Q1	–	Sell	-9	Closed	-$1K	–	1223
2023 Q4	$1K	Buy	+9	New	+$489	﹤0.01%	983

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

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

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

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

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

Avion Wealth's TMP Position: Q1 2024 in Review

Avion Wealth sold out of Tompkins Financial (TMP) in Q1 2024, closing a stake of 9 shares — an estimated $1K sold.

Avion Wealth first reported a position in TMP in Q4 2023 and held it in 1 quarter. The position peaked at $1K in Q4 2023. 147 funds tracked by Wall St. Rank hold TMP as of Q1 2024.

Avion Wealth reported no remaining Tompkins Financial position as of Q1 2024 after selling out during the quarter.
Avion Wealth sold 9 Tompkins Financial shares in Q1 2024, an estimated $1K.
Avion Wealth first reported a position in Tompkins Financial in Q4 2023 and held it in 1 quarter.
Avion Wealth's Tompkins Financial position peaked at $1K in Q4 2023.
147 funds tracked by Wall St. Rank held Tompkins Financial as of Q1 2024.

Based on Avion Wealth's 13F filing for Q1 2024, filed 3 May 2024.