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Sageworth Trust’s Tompkins Financial TMP Stock Holding History

Sageworth Trust’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
Q1 		– Sell
-9
Closed -$1K – 739
2021
Q4 		$1K Sell
9
-31
-78% -$2.54K ﹤0.01% 768
2021
Q3 		$3K Hold
40
– – ﹤0.01% 777
2021
Q2 		$3K Buy
+40
New +$3.22K ﹤0.01% 818

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Sageworth Trust's TMP Position: Q1 2022 in Review

Sageworth Trust sold out of Tompkins Financial (TMP) in Q1 2022, closing a stake of 9 shares — an estimated $1K sold.

Sageworth Trust first reported a position in TMP in Q2 2021 and held it in 3 quarters. The position peaked at $3K in Q3 2021. 154 funds tracked by Wall St. Rank hold TMP as of Q1 2022.

  • Sageworth Trust reported no remaining Tompkins Financial position as of Q1 2022 after selling out during the quarter.
  • Sageworth Trust sold 9 Tompkins Financial shares in Q1 2022, an estimated $1K.
  • Sageworth Trust first reported a position in Tompkins Financial in Q2 2021 and held it in 3 quarters.
  • Sageworth Trust's Tompkins Financial position peaked at $3K in Q3 2021.
  • 154 funds tracked by Wall St. Rank held Tompkins Financial as of Q1 2022.

Based on Sageworth Trust's 13F filing for Q1 2022, filed 6 May 2022.