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Sutton Wealth Advisors’s Tompkins Financial TMP Stock Holding History

Sutton Wealth 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
2023
Q1 		– Sell
-192
Closed -$14.9K – 1500
2022
Q4 		$14.9K Hold
192
– – 0.01% 810
2022
Q3 		$13.9K Hold
192
– – 0.01% 784
2022
Q2 		$13.8K Buy
192
+5
+3% +$370 0.01% 794
2022
Q1 		$14.6K Sell
187
-2
-1% -$161 0.01% 827
2021
Q4 		$15.8K Buy
189
+3
+2% +$246 0.01% 784
2021
Q3 		$15K Buy
186
+8
+4% +$621 0.01% 782
2021
Q2 		$13.8K Hold
178
– – 0.01% 812
2021
Q1 		$14.7K Hold
178
– – 0.01% 765
2020
Q4 		$12.6K Hold
178
– – 0.01% 751
2020
Q3 		$10.1K Hold
178
– – ﹤0.01% 736
2020
Q2 		$11.5K Hold
178
– – 0.01% 674
2020
Q1 		$12.8K Sell
178
-310
-64% -$25.7K 0.01% 591
2019
Q4 		$44.7K Hold
488
– – 0.02% 334
2019
Q3 		$39.6K Hold
488
– – 0.02% 364
2019
Q2 		$39.8K Hold
488
– – 0.02% 361
2019
Q1 		$37.1K Hold
488
– – 0.02% 377
2018
Q4 		$36.6K Hold
488
– – 0.02% 343
2018
Q3 		$39.6K Hold
488
– – 0.03% 338
2018
Q2 		$41.9K Buy
488
+310
+174% +$25.4K 0.03% 335
2018
Q1 		$13.5K Hold
178
– – 0.01% 714
2017
Q4 		$14.5K Hold
178
– – 0.01% 670
2017
Q3 		$15.3K Hold
178
– – 0.01% 631
2017
Q2 		$14K Hold
178
– – 0.01% 656
2017
Q1 		$14.3K Hold
178
– – 0.01% 625
2016
Q4 		$16.8K Hold
178
– – 0.02% 547
2016
Q3 		$13.6K Hold
178
– – 0.01% 574
2016
Q2 		$11.6K Hold
178
– – 0.01% 589
2016
Q1 		$11.4K Buy
+178
New +$10.2K 0.01% 576

Other funds holding TMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 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
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Sutton Wealth Advisors's TMP Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Tompkins Financial (TMP) in Q1 2023, closing a stake of 192 shares — an estimated $14.9K sold.

Sutton Wealth Advisors first reported a position in TMP in Q1 2016 and held it in 28 quarters. The position peaked at $44.7K in Q4 2019. 151 funds tracked by Wall St. Rank hold TMP as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Tompkins Financial position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 192 Tompkins Financial shares in Q1 2023, an estimated $14.9K.
  • Sutton Wealth Advisors first reported a position in Tompkins Financial in Q1 2016 and held it in 28 quarters.
  • Sutton Wealth Advisors's Tompkins Financial position peaked at $44.7K in Q4 2019.
  • 151 funds tracked by Wall St. Rank held Tompkins Financial as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.