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SBL
Sargent Bickham Lagudis’s
Tompkins Financial
TMP
Stock Holding History
Sargent Bickham Lagudis’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
Q4
$19.4K
Hold
251
–
–
﹤0.01%
614
2022
Q3
$18K
Hold
251
–
–
﹤0.01%
594
2022
Q2
$18K
Hold
251
–
–
﹤0.01%
613
2022
Q1
$20K
Hold
251
–
–
﹤0.01%
607
2021
Q4
$21K
Hold
251
–
–
﹤0.01%
599
2021
Q3
$20K
Hold
251
–
–
﹤0.01%
602
2021
Q2
$19K
Hold
251
–
–
﹤0.01%
622
2021
Q1
$21K
Sell
251
-118
-32%
-$9.29K
﹤0.01%
579
2020
Q4
$26K
Buy
369
+1
+0.3%
+$63
﹤0.01%
524
2020
Q3
$21K
Buy
368
+1
+0.3%
+$64
﹤0.01%
506
2020
Q2
$24K
Buy
367
+1
+0.3%
+$65
﹤0.01%
460
2020
Q1
$26K
Sell
366
-5
-1%
-$414
﹤0.01%
422
2019
Q4
$34K
Buy
371
+2
+0.5%
+$173
﹤0.01%
436
2019
Q3
$30K
Buy
369
+2
+0.5%
+$160
﹤0.01%
413
2019
Q2
$30K
Buy
367
+3
+0.8%
+$238
﹤0.01%
436
2019
Q1
$28K
Buy
364
+2
+0.6%
+$155
﹤0.01%
468
2018
Q4
$27K
Buy
362
+2
+0.6%
+$153
﹤0.01%
451
2018
Q3
$29K
Buy
+360
New
+$31.1K
﹤0.01%
447
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$2.9T AUM
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1-Year Est. Return
TF
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$1.43B AUM
24.87%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
BTW
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$12.2B AUM
12.45%
1-Year Est. Return
Northern Trust
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$757B AUM
28.64%
1-Year Est. Return
Bank of New York Mellon
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$544B AUM
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1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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