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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sargent Bickham Lagudis's TMP Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Tompkins Financial (TMP) position steady in Q4 2022 at 251 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #614.

Sargent Bickham Lagudis first reported a position in TMP in Q3 2018 and has held it in 18 quarters since. The position peaked at $34K in Q4 2019. 151 funds tracked by Wall St. Rank hold TMP as of Q4 2022.

Sargent Bickham Lagudis held 251 shares of Tompkins Financial worth $19.4K as of Q4 2022.
Sargent Bickham Lagudis left its Tompkins Financial share count unchanged in Q4 2022.
Tompkins Financial made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #614 holding.
Sargent Bickham Lagudis first reported a position in Tompkins Financial in Q3 2018 and has held it in 18 quarters since.
Sargent Bickham Lagudis's Tompkins Financial position peaked at $34K in Q4 2019.
151 funds tracked by Wall St. Rank held Tompkins Financial as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.