1834 Investment Advisors’s Compass COMP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-485
Closed -$6K 480
2021
Q3
$6K Hold
485
﹤0.01% 432
2021
Q2
$6K Buy
+485
New +$7.56K ﹤0.01% 450

Other funds holding COMP

1834 Investment Advisors's COMP Position: Q4 2021 in Review

1834 Investment Advisors sold out of Compass (COMP) in Q4 2021, closing a stake of 485 shares — an estimated $6K sold.

1834 Investment Advisors first reported a position in COMP in Q2 2021 and held it in 2 quarters. The position peaked at $6K in Q3 2021. 147 funds tracked by Wall St. Rank hold COMP as of Q4 2021.

  • 1834 Investment Advisors reported no remaining Compass position as of Q4 2021 after selling out during the quarter.
  • 1834 Investment Advisors sold 485 Compass shares in Q4 2021, an estimated $6K.
  • 1834 Investment Advisors first reported a position in Compass in Q2 2021 and held it in 2 quarters.
  • 1834 Investment Advisors's Compass position peaked at $6K in Q3 2021.
  • 147 funds tracked by Wall St. Rank held Compass as of Q4 2021.

Based on 1834 Investment Advisors's 13F filing for Q4 2021, filed 16 Feb 2022.