Alliance Wealth Advisors (Pennsylvania)’s Compass Minerals CMP Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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
2022 Q2	–	Sell	-3,269	Closed	-$205K	–	111
2022 Q1	$205K	Buy	+3,269	New	+$186K	0.17%	112
2021 Q4	–	Sell	-3,654	Closed	-$235K	–	117
2021 Q3	$235K	Sell	3,654 -107	-3%	-$7.04K	0.21%	94
2021 Q2	$223K	Hold	3,761	–	–	0.2%	99
2021 Q1	$236K	Sell	3,761 -95	-2%	-$6.08K	0.23%	90
2020 Q4	$238K	Buy	+3,856	New	+$239K	0.25%	88

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

SBH

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

VanEck Associates New York $133B AUM 72.99% 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

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania)'s CMP Position: Q2 2022 in Review

Alliance Wealth Advisors (Pennsylvania) sold out of Compass Minerals (CMP) in Q2 2022, closing a stake of 3,269 shares — an estimated $205K sold.

Alliance Wealth Advisors (Pennsylvania) first reported a position in CMP in Q4 2020 and held it in 5 quarters. The position peaked at $238K in Q4 2020. 274 funds tracked by Wall St. Rank hold CMP as of Q2 2022.

Alliance Wealth Advisors (Pennsylvania) reported no remaining Compass Minerals position as of Q2 2022 after selling out during the quarter.
Alliance Wealth Advisors (Pennsylvania) sold 3,269 Compass Minerals shares in Q2 2022, an estimated $205K.
Alliance Wealth Advisors (Pennsylvania) first reported a position in Compass Minerals in Q4 2020 and held it in 5 quarters.
Alliance Wealth Advisors (Pennsylvania)'s Compass Minerals position peaked at $238K in Q4 2020.
274 funds tracked by Wall St. Rank held Compass Minerals as of Q2 2022.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2022, filed 20 Jul 2022.