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Capital Advisors Ltd’s Tompkins Financial TMP Stock Holding History

Capital Advisors Ltd’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
Q1 		– Sell
-3
Closed – – 1543
2023
Q4 		$0 Buy
+3
New +$163 ﹤0.01% 1483
2023
Q3 		– Sell
-3
Closed – – 1474
2023
Q2 		$0 Buy
+3
New +$172 ﹤0.01% 1536

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Advisors Ltd's TMP Position: Q1 2024 in Review

Capital Advisors Ltd sold out of Tompkins Financial (TMP) in Q1 2024, closing a stake of 3 shares.

Capital Advisors Ltd first reported a position in TMP in Q2 2023 and held it in 2 quarters. The position peaked at $0 in Q4 2023. 147 funds tracked by Wall St. Rank hold TMP as of Q1 2024.

  • Capital Advisors Ltd reported no remaining Tompkins Financial position as of Q1 2024 after selling out during the quarter.
  • Capital Advisors Ltd sold 3 Tompkins Financial shares in Q1 2024.
  • Capital Advisors Ltd first reported a position in Tompkins Financial in Q2 2023 and held it in 2 quarters.
  • Capital Advisors Ltd's Tompkins Financial position peaked at $0 in Q4 2023.
  • 147 funds tracked by Wall St. Rank held Tompkins Financial as of Q1 2024.

Based on Capital Advisors Ltd's 13F filing for Q1 2024, filed 18 Apr 2024.