Allworth Financial’s Compass Minerals CMP Stock Holding History

Allworth Financial’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
2026 Q1	$8.13K	Buy	348 +35	+11%	+$824	﹤0.01%	3648
2025 Q4	$6.15K	Buy	313 +156	+99%	+$2.89K	﹤0.01%	3588
2025 Q3	$3.02K	Buy	157 +5	+3%	+$99	﹤0.01%	3817
2025 Q2	$3.05K	Buy	+152	New	+$2.46K	﹤0.01%	3526
2025 Q1	–	Sell	-2,180	Closed	-$29.8K	–	4080
2024 Q4	$29.8K	Buy	2,180 +403	+23%	+$5.26K	﹤0.01%	1850
2024 Q3	$21.4K	Sell	1,777 -61	-3%	-$647	﹤0.01%	1866
2024 Q2	$22.6K	Buy	1,838 +1,755	+2,114%	+$22.6K	﹤0.01%	1800
2024 Q1	$1.31K	Buy	83 +31	+60%	+$651	﹤0.01%	2989
2023 Q4	$1.32K	Sell	52 -469	-90%	-$12K	﹤0.01%	2853
2023 Q3	$14.6K	Buy	+521	New	+$16.8K	﹤0.01%	1709
2023 Q2	–	Sell	-4	Closed	-$138	–	3276
2023 Q1	$138	Sell	4 -35	-90%	-$1.4K	﹤0.01%	3069
2022 Q4	$1.6K	Buy	39 +24	+160%	+$992	﹤0.01%	2315
2022 Q3	$1K	Buy	+15	New	+$572	﹤0.01%	2341

Other funds holding CMP

Koch Inc Wichita, Kansas $922M AUM 16.65% 1-Year Est. Return

SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return

Irenic Capital Management New York $1.1B AUM 12.79% 1-Year Est. Return

Gumshoe Capital Management New York $123M AUM