SFS
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Sowell Financial Services’s Tompkins Financial TMP Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-500
Closed -$40K – 2509
2021
Q1 		$40K Hold
500
– – ﹤0.01% 1748
2020
Q4 		$35K Hold
500
– – ﹤0.01% 1529
2020
Q3 		$28K Hold
500
– – ﹤0.01% 1414
2020
Q2 		$32K Buy
+500
New +$32.6K ﹤0.01% 1317

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Vanguard Group
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 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
CPIA
Cornell Pochily Investment Advisors Ithaca, New York $372M AUM 29.32% 1-Year Est. Return

Sowell Financial Services's TMP Position: Q2 2021 in Review

Sowell Financial Services sold out of Tompkins Financial (TMP) in Q2 2021, closing a stake of 500 shares — an estimated $40K sold.

Sowell Financial Services first reported a position in TMP in Q2 2020 and held it in 4 quarters. The position peaked at $40K in Q1 2021. 143 funds tracked by Wall St. Rank hold TMP as of Q2 2021.

  • Sowell Financial Services reported no remaining Tompkins Financial position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 500 Tompkins Financial shares in Q2 2021, an estimated $40K.
  • Sowell Financial Services first reported a position in Tompkins Financial in Q2 2020 and held it in 4 quarters.
  • Sowell Financial Services's Tompkins Financial position peaked at $40K in Q1 2021.
  • 143 funds tracked by Wall St. Rank held Tompkins Financial as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.