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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 – 1886
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 $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CPIA
Cornell Pochily Investment Advisors Ithaca, New York $372M AUM 29.32% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s TMP Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Tompkins Financial (TMP) in Q2 2019, closing a stake of 25 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in TMP in Q2 2017 and held it in 8 quarters. The position peaked at $5K in Q3 2017. 137 funds tracked by Wall St. Rank hold TMP as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Tompkins Financial position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 25 Tompkins Financial shares in Q2 2019, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in Tompkins Financial in Q2 2017 and held it in 8 quarters.
  • Wealthspire Advisors (Maryland)'s Tompkins Financial position peaked at $5K in Q3 2017.
  • 137 funds tracked by Wall St. Rank held Tompkins Financial as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.