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Wealthspire Advisors (Maryland)’s Tompkins Financial TMP Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-25
Closed -$2K – 1925
2019
Q1 		$2K Hold
25
– – ﹤0.01% 2207
2018
Q4 		$2K Sell
25
-19
-43% -$1.46K ﹤0.01% 2133
2018
Q3 		$4K Buy
44
+6
+16% +$519 ﹤0.01% 1937
2018
Q2 		$3K Buy
38
+12
+46% +$985 ﹤0.01% 2052
2018
Q1 		$2K Sell
26
-10
-28% -$804 ﹤0.01% 2214
2017
Q4 		$3K Sell
36
-18
-33% -$1.53K ﹤0.01% 2026
2017
Q3 		$5K Buy
54
+11
+26% +$855 ﹤0.01% 1805
2017
Q2 		$3K Buy
+43
New +$3.46K ﹤0.01% 1919

Other funds holding TMP

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.26B AUM 18.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return