Aevitas Wealth Management’s Compass Minerals CMP Stock Holding History

Aevitas 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
2021 Q1	–	Sell	-3,764	Closed	-$232K	–	120
2020 Q4	$232K	Sell	3,764 -137	-4%	-$8.49K	0.17%	107
2020 Q3	$232K	Buy	+3,901	New	+$215K	0.19%	97
2020 Q1	–	Sell	-5,003	Closed	-$305K	–	97
2019 Q4	$305K	Sell	5,003 -157	-3%	-$8.9K	0.29%	91
2019 Q3	$292K	Buy	5,160 +12	+0.2%	+$644	0.29%	91
2019 Q2	$283K	Buy	5,148 +13	+0.3%	+$719	0.28%	93
2019 Q1	$279K	Sell	5,135 -756	-13%	-$38.3K	0.25%	92
2018 Q4	$246K	Sell	5,891 -2,524	-30%	-$133K	0.25%	90
2018 Q3	$565K	Sell	8,415 -72	-0.8%	-$4.69K	0.51%	56
2018 Q2	$558K	Sell	8,487 -1,677	-16%	-$112K	0.54%	56
2018 Q1	$613K	Sell	10,164 -295	-3%	-$19.8K	0.61%	52
2017 Q4	$756K	Buy	+10,459	New	+$704K	0.72%	45

Other funds holding CMP

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CSC

Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return

Aevitas Wealth Management's CMP Position: Q1 2021 in Review

Aevitas Wealth Management sold out of Compass Minerals (CMP) in Q1 2021, closing a stake of 3,764 shares — an estimated $232K sold.

Aevitas Wealth Management first reported a position in CMP in Q4 2017 and held it in 11 quarters. The position peaked at $756K in Q4 2017. 281 funds tracked by Wall St. Rank hold CMP as of Q1 2021.

Aevitas Wealth Management reported no remaining Compass Minerals position as of Q1 2021 after selling out during the quarter.
Aevitas Wealth Management sold 3,764 Compass Minerals shares in Q1 2021, an estimated $232K.
Aevitas Wealth Management first reported a position in Compass Minerals in Q4 2017 and held it in 11 quarters.
Aevitas Wealth Management's Compass Minerals position peaked at $756K in Q4 2017.
281 funds tracked by Wall St. Rank held Compass Minerals as of Q1 2021.

Based on Aevitas Wealth Management's 13F filing for Q1 2021, filed 29 Apr 2021.