Accel Wealth Management’s Compass Minerals CMP Stock Holding History

Accel Wealth Management’s Portfolio CMP Stock Details CMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-622	Closed	-$21.3K	–	291
2023 Q1	$21.3K	Buy	622 +1	+0.2%	+$40	0.01%	692
2022 Q4	$25.5K	Sell	621 -100	-14%	-$4.13K	0.01%	496
2022 Q3	$31K	Buy	721 +1	+0.1%	+$38	0.02%	457
2022 Q2	$23K	Sell	720 -112	-13%	-$5.54K	0.01%	507
2022 Q1	$53K	Hold	832	–	–	0.03%	362
2021 Q4	$42K	Sell	832 -74	-8%	-$4.51K	0.02%	406
2021 Q3	$58K	Buy	906 +63	+7%	+$4.14K	0.04%	303
2021 Q2	$50K	Hold	843	–	–	0.03%	339
2021 Q1	$53K	Hold	843	–	–	0.04%	301
2020 Q4	$52K	Buy	+843	New	+$52.2K	0.05%	287

Other funds holding CMP

Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return

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

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

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return

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

Accel Wealth Management's CMP Position: Q2 2023 in Review

Accel Wealth Management sold out of Compass Minerals (CMP) in Q2 2023, closing a stake of 622 shares — an estimated $21.3K sold.

Accel Wealth Management first reported a position in CMP in Q4 2020 and held it in 10 quarters. The position peaked at $58K in Q3 2021. 250 funds tracked by Wall St. Rank hold CMP as of Q2 2023.

Accel Wealth Management reported no remaining Compass Minerals position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 622 Compass Minerals shares in Q2 2023, an estimated $21.3K.
Accel Wealth Management first reported a position in Compass Minerals in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Compass Minerals position peaked at $58K in Q3 2021.
250 funds tracked by Wall St. Rank held Compass Minerals as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.