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Avior Wealth Management’s Tompkins Financial TMP Stock Holding History

Avior Wealth Management’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
Q2 		– Sell
-2
Closed -$100 – 3602
2024
Q1 		$100 Buy
+2
New +$101 ﹤0.01% 3197

Other funds holding TMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Avior Wealth Management's TMP Position: Q2 2024 in Review

Avior Wealth Management sold out of Tompkins Financial (TMP) in Q2 2024, closing a stake of 2 shares — an estimated $100 sold.

Avior Wealth Management first reported a position in TMP in Q1 2024 and held it in 1 quarter. The position peaked at $100 in Q1 2024. 150 funds tracked by Wall St. Rank hold TMP as of Q2 2024.

  • Avior Wealth Management reported no remaining Tompkins Financial position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 2 Tompkins Financial shares in Q2 2024, an estimated $100.
  • Avior Wealth Management first reported a position in Tompkins Financial in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Tompkins Financial position peaked at $100 in Q1 2024.
  • 150 funds tracked by Wall St. Rank held Tompkins Financial as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.