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Alpha Omega Wealth Management’s Compass Minerals CMP Stock Holding History

Alpha Omega 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
2025
Q3 		– Sell
-10,354
Closed -$208K – 206
2025
Q2 		$208K Sell
10,354
-37,868
-79% -$612K 0.04% 199
2025
Q1 		$448K Sell
48,222
-12,025
-20% -$137K 0.09% 150
2024
Q4 		$678K Sell
60,247
-5,292
-8% -$69.1K 0.13% 125
2024
Q3 		$788K Buy
65,539
+7,673
+13% +$81.3K 0.14% 124
2024
Q2 		$598K Buy
57,866
+14,795
+34% +$191K 0.11% 135
2024
Q1 		$678K Buy
43,071
+31,012
+257% +$651K 0.13% 130
2023
Q4 		$305K Sell
12,059
-498
-4% -$12.7K 0.05% 171
2023
Q3 		$351K Buy
12,557
+2,458
+24% +$79.1K 0.06% 162
2023
Q2 		$343K Buy
10,099
+895
+10% +$29.7K 0.06% 162
2023
Q1 		$316K Sell
9,204
-4,682
-34% -$187K 0.05% 168
2022
Q4 		$569K Sell
13,886
-22,132
-61% -$915K 0.1% 137
2022
Q3 		$1.39M Sell
36,018
-3,451
-9% -$132K 0.27% 92
2022
Q2 		$1.4M Sell
39,469
-1,012
-2% -$50.1K 0.25% 92
2022
Q1 		$2.54M Sell
40,481
-1,674
-4% -$95.1K 0.4% 74
2021
Q4 		$2.26M Buy
42,155
+955
+2% +$58.2K 0.35% 83
2021
Q3 		$2.65M Buy
+41,200
New +$2.71M 0.43% 70
2018
Q2 		– Sell
-950
Closed -$57K – 494
2018
Q1 		$57K Hold
950
– – 0.03% 204
2017
Q4 		$69K Hold
950
– – 0.03% 196
2017
Q3 		$62K Hold
950
– – 0.03% 213
2017
Q2 		$62K Hold
950
– – 0.03% 214
2017
Q1 		$64K Hold
950
– – 0.03% 209
2016
Q4 		$74K Buy
+950
New +$72.2K 0.04% 204

Other funds holding CMP

KI
Koch Inc Wichita, Kansas $922M AUM 16.65% 1-Year Est. Return
SCP
SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EMCIP
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
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Alpha Omega Wealth Management's CMP Position: Q3 2025 in Review

Alpha Omega Wealth Management sold out of Compass Minerals (CMP) in Q3 2025, closing a stake of 10,354 shares — an estimated $208K sold.

Alpha Omega Wealth Management first reported a position in CMP in Q4 2016 and held it in 22 quarters. The position peaked at $2.65M in Q3 2021. 199 funds tracked by Wall St. Rank hold CMP as of Q3 2025.

  • Alpha Omega Wealth Management reported no remaining Compass Minerals position as of Q3 2025 after selling out during the quarter.
  • Alpha Omega Wealth Management sold 10,354 Compass Minerals shares in Q3 2025, an estimated $208K.
  • Alpha Omega Wealth Management first reported a position in Compass Minerals in Q4 2016 and held it in 22 quarters.
  • Alpha Omega Wealth Management's Compass Minerals position peaked at $2.65M in Q3 2021.
  • 199 funds tracked by Wall St. Rank held Compass Minerals as of Q3 2025.

Based on Alpha Omega Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.