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Baldwin Wealth Partners’s Tompkins Financial TMP Stock Holding History

Baldwin Wealth Partners’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
2019
Q4 		– Sell
-16
Closed -$1K – 555
2019
Q3 		$1K Sell
16
-3,293
-100% -$263K ﹤0.01% 513
2019
Q2 		$270K Sell
3,309
-830
-20% -$65.8K 0.04% 176
2019
Q1 		$315K Hold
4,139
– – 0.05% 168
2018
Q4 		$310K Hold
4,139
– – 0.05% 156
2018
Q3 		$336K Sell
4,139
-277
-6% -$23.9K 0.05% 165
2018
Q2 		$379K Hold
4,416
– – 0.06% 147
2018
Q1 		$335K Hold
4,416
– – 0.05% 156
2017
Q4 		$359K Buy
4,416
+85
+2% +$7.22K 0.06% 155
2017
Q3 		$373K Sell
4,331
-3,857
-47% -$300K 0.06% 145
2017
Q2 		$645K Sell
8,188
-6,695
-45% -$539K 0.1% 111
2017
Q1 		$1.2M Sell
14,883
-400
-3% -$35.2K 0.2% 79
2016
Q4 		$1.45M Hold
15,283
– – 0.26% 60
2016
Q3 		$1.17M Sell
15,283
-1,056
-6% -$75.5K 0.21% 73
2016
Q2 		$1.06M Sell
16,339
-265
-2% -$17.4K 0.22% 70
2016
Q1 		$1.06M Buy
16,604
+13,085
+372% +$746K 0.19% 103
2015
Q4 		$198K Hold
3,519
– – 0.03% 213
2015
Q3 		$188K Sell
3,519
-190
-5% -$10.1K 0.03% 218
2015
Q2 		$199K Sell
3,709
-600
-14% -$31.7K 0.03% 225
2015
Q1 		$232K Buy
+4,309
New +$227K 0.03% 213
2014
Q3 		– Sell
-22,274
Closed -$1.07M – 274
2014
Q2 		$1.07M Buy
22,274
+2,679
+14% +$127K 0.16% 123
2014
Q1 		$959K Buy
19,595
+560
+3% +$27.1K 0.15% 128
2013
Q4 		$978K Buy
19,035
+2,055
+12% +$100K 0.16% 130
2013
Q3 		$785K Buy
16,980
+13,600
+402% +$617K 0.14% 135
2013
Q2 		$153K Buy
+3,380
New +$141K 0.03% 211

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Baldwin Wealth Partners's TMP Position: Q4 2019 in Review

Baldwin Wealth Partners sold out of Tompkins Financial (TMP) in Q4 2019, closing a stake of 16 shares — an estimated $1K sold.

Baldwin Wealth Partners first reported a position in TMP in Q2 2013 and held it in 24 quarters. The position peaked at $1.45M in Q4 2016. 153 funds tracked by Wall St. Rank hold TMP as of Q4 2019.

  • Baldwin Wealth Partners reported no remaining Tompkins Financial position as of Q4 2019 after selling out during the quarter.
  • Baldwin Wealth Partners sold 16 Tompkins Financial shares in Q4 2019, an estimated $1K.
  • Baldwin Wealth Partners first reported a position in Tompkins Financial in Q2 2013 and held it in 24 quarters.
  • Baldwin Wealth Partners's Tompkins Financial position peaked at $1.45M in Q4 2016.
  • 153 funds tracked by Wall St. Rank held Tompkins Financial as of Q4 2019.

Based on Baldwin Wealth Partners's 13F filing for Q4 2019, filed 29 Jan 2020.