Moloney Securities Asset Management’s Tompkins Financial TMP Stock Holding History

Moloney Securities Asset 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
2022 Q2	–	Sell	-2,600	Closed	-$204K	–	424
2022 Q1	$204K	Sell	2,600 -1,400	-35%	-$113K	0.04%	378
2021 Q4	$334K	Sell	4,000 -500	-11%	-$41K	0.06%	303
2021 Q3	$364K	Sell	4,500 -500	-10%	-$38.8K	0.07%	282
2021 Q2	$388K	Hold	5,000	–	–	0.07%	272
2021 Q1	$414K	Hold	5,000	–	–	0.08%	252
2020 Q4	$353K	Hold	5,000	–	–	0.08%	254
2020 Q3	$284K	Hold	5,000	–	–	0.08%	248
2020 Q2	$324K	Hold	5,000	–	–	0.09%	216
2020 Q1	$359K	Hold	5,000	–	–	0.13%	162
2019 Q4	$458K	Hold	5,000	–	–	0.14%	178
2019 Q3	$406K	Hold	5,000	–	–	0.14%	180
2019 Q2	$408K	Hold	5,000	–	–	0.14%	184
2019 Q1	$380K	Sell	5,000 -1,914	-28%	-$149K	0.13%	195
2018 Q4	$519K	Buy	+6,914	New	+$529K	0.21%	134

Other funds holding TMP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Moloney Securities Asset Management's TMP Position: Q2 2022 in Review

Moloney Securities Asset Management sold out of Tompkins Financial (TMP) in Q2 2022, closing a stake of 2,600 shares — an estimated $204K sold.

Moloney Securities Asset Management first reported a position in TMP in Q4 2018 and held it in 14 quarters. The position peaked at $519K in Q4 2018. 158 funds tracked by Wall St. Rank hold TMP as of Q2 2022.

Moloney Securities Asset Management reported no remaining Tompkins Financial position as of Q2 2022 after selling out during the quarter.
Moloney Securities Asset Management sold 2,600 Tompkins Financial shares in Q2 2022, an estimated $204K.
Moloney Securities Asset Management first reported a position in Tompkins Financial in Q4 2018 and held it in 14 quarters.
Moloney Securities Asset Management's Tompkins Financial position peaked at $519K in Q4 2018.
158 funds tracked by Wall St. Rank held Tompkins Financial as of Q2 2022.

Based on Moloney Securities Asset Management's 13F filing for Q2 2022, filed 3 Aug 2022.