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Advisory Research’s Compass COMP Stock Holding History

Advisory Research’s Portfolio COMP Stock Details COMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-54,881
Closed -$206K – 191
2023
Q4 		$206K Buy
+54,881
New +$206K 0.03% 321