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Ameritas Advisory Services’s Compass Minerals CMP Stock Holding History

Ameritas Advisory Services’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
2023
Q2 		– Sell
-70
Closed -$2.26K – 904
2023
Q1 		$2.26K Buy
+70
New +$2.8K ﹤0.01% 2361

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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
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameritas Advisory Services's CMP Position: Q2 2023 in Review

Ameritas Advisory Services sold out of Compass Minerals (CMP) in Q2 2023, closing a stake of 70 shares — an estimated $2.26K sold.

Ameritas Advisory Services first reported a position in CMP in Q1 2023 and held it in 1 quarter. The position peaked at $2.26K in Q1 2023. 250 funds tracked by Wall St. Rank hold CMP as of Q2 2023.

  • Ameritas Advisory Services reported no remaining Compass Minerals position as of Q2 2023 after selling out during the quarter.
  • Ameritas Advisory Services sold 70 Compass Minerals shares in Q2 2023, an estimated $2.26K.
  • Ameritas Advisory Services first reported a position in Compass Minerals in Q1 2023 and held it in 1 quarter.
  • Ameritas Advisory Services's Compass Minerals position peaked at $2.26K in Q1 2023.
  • 250 funds tracked by Wall St. Rank held Compass Minerals as of Q2 2023.

Based on Ameritas Advisory Services's 13F filing for Q2 2023, filed 25 Jul 2023.