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Baker Avenue Asset Management’s Tompkins Financial TMP Stock Holding History

Baker Avenue Asset 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
2023
Q4 		– Sell
-9
Closed -$441 – 1387
2023
Q3 		$441 Buy
+9
New +$488 ﹤0.01% 1506

Other funds holding TMP

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baker Avenue Asset Management's TMP Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Tompkins Financial (TMP) in Q4 2023, closing a stake of 9 shares — an estimated $441 sold.

Baker Avenue Asset Management first reported a position in TMP in Q3 2023 and held it in 1 quarter. The position peaked at $441 in Q3 2023. 147 funds tracked by Wall St. Rank hold TMP as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining Tompkins Financial position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 9 Tompkins Financial shares in Q4 2023, an estimated $441.
  • Baker Avenue Asset Management first reported a position in Tompkins Financial in Q3 2023 and held it in 1 quarter.
  • Baker Avenue Asset Management's Tompkins Financial position peaked at $441 in Q3 2023.
  • 147 funds tracked by Wall St. Rank held Tompkins Financial as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.