OPS
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Orion Portfolio Solutions’s Tompkins Financial TMP Stock Holding History

Orion Portfolio Solutions’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
-11
Closed -$1K – 1894
2020
Q2 		$1K Buy
+11
New +$718 ﹤0.01% 2087

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

Orion Portfolio Solutions's TMP Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Tompkins Financial (TMP) in Q3 2020, closing a stake of 11 shares — an estimated $1K sold.

Orion Portfolio Solutions first reported a position in TMP in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 137 funds tracked by Wall St. Rank hold TMP as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Tompkins Financial position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 11 Tompkins Financial shares in Q3 2020, an estimated $1K.
  • Orion Portfolio Solutions first reported a position in Tompkins Financial in Q2 2020 and held it in 1 quarter.
  • Orion Portfolio Solutions's Tompkins Financial position peaked at $1K in Q2 2020.
  • 137 funds tracked by Wall St. Rank held Tompkins Financial as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.