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Belpointe Asset Management’s Tompkins Financial TMP Stock Holding History

Belpointe 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
Q2 		– Sell
-50
Closed -$3.31K – 3127
2023
Q1 		$3.31K Buy
50
+25
+100% +$1.84K ﹤0.01% 3164
2022
Q4 		$1.94K Buy
+25
New +$1.99K ﹤0.01% 3272

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

Belpointe Asset Management's TMP Position: Q2 2023 in Review

Belpointe Asset Management sold out of Tompkins Financial (TMP) in Q2 2023, closing a stake of 50 shares — an estimated $3.31K sold.

Belpointe Asset Management first reported a position in TMP in Q4 2022 and held it in 2 quarters. The position peaked at $3.31K in Q1 2023. 139 funds tracked by Wall St. Rank hold TMP as of Q2 2023.

  • Belpointe Asset Management reported no remaining Tompkins Financial position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 50 Tompkins Financial shares in Q2 2023, an estimated $3.31K.
  • Belpointe Asset Management first reported a position in Tompkins Financial in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Tompkins Financial position peaked at $3.31K in Q1 2023.
  • 139 funds tracked by Wall St. Rank held Tompkins Financial as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.