Cadence Wealth Management’s Tompkins Financial TMP Stock Holding History

Cadence 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
2023 Q4	–	Sell	-14,539	Closed	-$712K	–	42
2023 Q3	$712K	Hold	14,539	–	–	0.59%	11
2023 Q2	$810K	Sell	14,539 -2,646	-15%	-$152K	0.78%	9
2023 Q1	$1.14M	Sell	17,185 -9,000	-34%	-$662K	1.16%	9
2022 Q4	$2.03M	Hold	26,185	–	–	1.74%	10
2022 Q3	$1.9M	Sell	26,185 -21,300	-45%	-$1.59M	1.79%	10
2022 Q2	$3.42M	Buy	+47,485	New	+$3.51M	3.55%	9

Other funds holding TMP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cadence Wealth Management's TMP Position: Q4 2023 in Review

Cadence Wealth Management sold out of Tompkins Financial (TMP) in Q4 2023, closing a stake of 14,539 shares — an estimated $712K sold.

Cadence Wealth Management first reported a position in TMP in Q2 2022 and held it in 6 quarters. The position peaked at $3.42M in Q2 2022. 147 funds tracked by Wall St. Rank hold TMP as of Q4 2023.

Cadence Wealth Management reported no remaining Tompkins Financial position as of Q4 2023 after selling out during the quarter.
Cadence Wealth Management sold 14,539 Tompkins Financial shares in Q4 2023, an estimated $712K.
Cadence Wealth Management first reported a position in Tompkins Financial in Q2 2022 and held it in 6 quarters.
Cadence Wealth Management's Tompkins Financial position peaked at $3.42M in Q2 2022.
147 funds tracked by Wall St. Rank held Tompkins Financial as of Q4 2023.

Based on Cadence Wealth Management's 13F filing for Q4 2023, filed 5 Feb 2024.