HGWM
TMP icon

Harvest Group Wealth Management’s Tompkins Financial TMP Stock Holding History

Harvest Group 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
2020
Q2 		– Sell
-2
Closed – – 839
2020
Q1 		$0 Sell
2
-43
-96% -$3.56K ﹤0.01% 988
2019
Q4 		$4K Hold
45
– – ﹤0.01% 457
2019
Q3 		$4K Hold
45
– – ﹤0.01% 502
2019
Q2 		$3K Hold
45
– – ﹤0.01% 482
2019
Q1 		$3K Buy
+45
New +$3.49K ﹤0.01% 542

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Harvest Group Wealth Management's TMP Position: Q2 2020 in Review

Harvest Group Wealth Management sold out of Tompkins Financial (TMP) in Q2 2020, closing a stake of 2 shares.

Harvest Group Wealth Management first reported a position in TMP in Q1 2019 and held it in 5 quarters. The position peaked at $4K in Q4 2019. 138 funds tracked by Wall St. Rank hold TMP as of Q2 2020.

  • Harvest Group Wealth Management reported no remaining Tompkins Financial position as of Q2 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 2 Tompkins Financial shares in Q2 2020.
  • Harvest Group Wealth Management first reported a position in Tompkins Financial in Q1 2019 and held it in 5 quarters.
  • Harvest Group Wealth Management's Tompkins Financial position peaked at $4K in Q4 2019.
  • 138 funds tracked by Wall St. Rank held Tompkins Financial as of Q2 2020.

Based on Harvest Group Wealth Management's 13F filing for Q2 2020, filed 31 Jul 2020.