Tompkins Financial’s WaFd WAFD Stock Holding History

Tompkins Financial’s Portfolio WAFD Stock Details WAFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-44	Closed	-$1K	–	540
2020 Q4	$1K	Buy	+44	New	+$1.05K	﹤0.01%	510

Other funds holding WAFD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Tompkins Financial's WAFD Position: Q1 2021 in Review

Tompkins Financial sold out of WaFd (WAFD) in Q1 2021, closing a stake of 44 shares — an estimated $1K sold.

Tompkins Financial first reported a position in WAFD in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 219 funds tracked by Wall St. Rank hold WAFD as of Q1 2021.

Tompkins Financial reported no remaining WaFd position as of Q1 2021 after selling out during the quarter.
Tompkins Financial sold 44 WaFd shares in Q1 2021, an estimated $1K.
Tompkins Financial first reported a position in WaFd in Q4 2020 and held it in 1 quarter.
Tompkins Financial's WaFd position peaked at $1K in Q4 2020.
219 funds tracked by Wall St. Rank held WaFd as of Q1 2021.

Based on Tompkins Financial's 13F filing for Q1 2021, filed 9 Jun 2021.