Sheaff Brock Investment Advisors’s Tompkins Financial TMP Stock Holding History

Sheaff Brock Investment Advisors’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	-2,500	Closed	-$209K	–	572
2021 Q4	$209K	Hold	2,500	–	–	0.01%	480
2021 Q3	$202K	Buy	+2,500	New	+$194K	0.01%	493
2021 Q2	–	Sell	-2,500	Closed	-$207K	–	539
2021 Q1	$207K	Buy	+2,500	New	+$197K	0.02%	439
2020 Q1	–	Sell	-2,500	Closed	-$229K	–	492
2019 Q4	$229K	Hold	2,500	–	–	0.02%	385
2019 Q3	$203K	Hold	2,500	–	–	0.02%	395
2019 Q2	$204K	Buy	+2,500	New	+$198K	0.02%	417
2018 Q4	–	Sell	-2,500	Closed	-$203K	–	527
2018 Q3	$203K	Hold	2,500	–	–	0.02%	449
2018 Q2	$215K	Buy	+2,500	New	+$205K	0.02%	442
2018 Q1	–	Sell	-2,500	Closed	-$203K	–	581
2017 Q4	$203K	Hold	2,500	–	–	0.03%	454
2017 Q3	$215K	Buy	+2,500	New	+$194K	0.03%	461
2017 Q2	–	Sell	-2,500	Closed	-$201K	–	648
2017 Q1	$201K	Hold	2,500	–	–	0.03%	514
2016 Q4	$236K	Buy	+2,500	New	+$209K	0.03%	471

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

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Sheaff Brock Investment Advisors's TMP Position: Q1 2022 in Review

Sheaff Brock Investment Advisors sold out of Tompkins Financial (TMP) in Q1 2022, closing a stake of 2,500 shares — an estimated $209K sold.

Sheaff Brock Investment Advisors first reported a position in TMP in Q4 2016 and held it in 12 quarters. The position peaked at $236K in Q4 2016. 154 funds tracked by Wall St. Rank hold TMP as of Q1 2022.

Sheaff Brock Investment Advisors reported no remaining Tompkins Financial position as of Q1 2022 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 2,500 Tompkins Financial shares in Q1 2022, an estimated $209K.
Sheaff Brock Investment Advisors first reported a position in Tompkins Financial in Q4 2016 and held it in 12 quarters.
Sheaff Brock Investment Advisors's Tompkins Financial position peaked at $236K in Q4 2016.
154 funds tracked by Wall St. Rank held Tompkins Financial as of Q1 2022.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2022, filed 6 May 2022.