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SFS
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
–
2513
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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BTW
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1-Year Est. Return
CPIA
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$340M AUM
20.94%
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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