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Meridian Wealth Partners’s Tompkins Financial TMP Stock Holding History

Meridian Wealth Partners’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
Q3 		– Sell
-579
Closed -$38K – 225
2020
Q2 		$38K Hold
579
– – 0.02% 144
2020
Q1 		$42K Hold
579
– – 0.03% 133
2019
Q4 		$53K Buy
+579
New +$50.1K 0.03% 132

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Meridian Wealth Partners's TMP Position: Q3 2020 in Review

Meridian Wealth Partners sold out of Tompkins Financial (TMP) in Q3 2020, closing a stake of 579 shares — an estimated $38K sold.

Meridian Wealth Partners first reported a position in TMP in Q4 2019 and held it in 3 quarters. The position peaked at $53K in Q4 2019. 137 funds tracked by Wall St. Rank hold TMP as of Q3 2020.

  • Meridian Wealth Partners reported no remaining Tompkins Financial position as of Q3 2020 after selling out during the quarter.
  • Meridian Wealth Partners sold 579 Tompkins Financial shares in Q3 2020, an estimated $38K.
  • Meridian Wealth Partners first reported a position in Tompkins Financial in Q4 2019 and held it in 3 quarters.
  • Meridian Wealth Partners's Tompkins Financial position peaked at $53K in Q4 2019.
  • 137 funds tracked by Wall St. Rank held Tompkins Financial as of Q3 2020.

Based on Meridian Wealth Partners's 13F filing for Q3 2020, filed 12 Nov 2020.