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Capital Performance Advisors’s Tompkins Financial TMP Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-2
Closed -$116 – 2457
2024
Q3 		$116 Buy
+2
New +$114 ﹤0.01% 2669

Other funds holding TMP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.43B AUM 24.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital Performance Advisors's TMP Position: Q4 2024 in Review

Capital Performance Advisors sold out of Tompkins Financial (TMP) in Q4 2024, closing a stake of 2 shares — an estimated $116 sold.

Capital Performance Advisors first reported a position in TMP in Q3 2024 and held it in 1 quarter. The position peaked at $116 in Q3 2024. 177 funds tracked by Wall St. Rank hold TMP as of Q4 2024.

  • Capital Performance Advisors reported no remaining Tompkins Financial position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 2 Tompkins Financial shares in Q4 2024, an estimated $116.
  • Capital Performance Advisors first reported a position in Tompkins Financial in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Tompkins Financial position peaked at $116 in Q3 2024.
  • 177 funds tracked by Wall St. Rank held Tompkins Financial as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.