Tompkins Financial’s Barron's 400 ETF BFOR Stock Holding History

Tompkins Financial’s Portfolio BFOR Stock Details BFOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-280	Closed	-$3.94K	–	653
2023 Q3	$3.94K	Buy	+280	New	+$4.07K	﹤0.01%	522

Other funds holding BFOR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ASB Consultores Aventura, Florida $30.1M AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RCM

RMR Capital Management Tustin, California $138M AUM 9.06% 1-Year Est. Return

9WM

9258 Wealth Management Blue Ash, Ohio $677M AUM 39.46% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Tompkins Financial's BFOR Position: Q4 2023 in Review

Tompkins Financial sold out of Barron's 400 ETF (BFOR) in Q4 2023, closing a stake of 280 shares — an estimated $3.94K sold.

Tompkins Financial first reported a position in BFOR in Q3 2023 and held it in 1 quarter. The position peaked at $3.94K in Q3 2023. 32 funds tracked by Wall St. Rank hold BFOR as of Q4 2023.

Tompkins Financial reported no remaining Barron's 400 ETF position as of Q4 2023 after selling out during the quarter.
Tompkins Financial sold 280 Barron's 400 ETF shares in Q4 2023, an estimated $3.94K.
Tompkins Financial first reported a position in Barron's 400 ETF in Q3 2023 and held it in 1 quarter.
Tompkins Financial's Barron's 400 ETF position peaked at $3.94K in Q3 2023.
32 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q4 2023.

Based on Tompkins Financial's 13F filing for Q4 2023, filed 8 Jan 2024.