Amplius Wealth Advisors’s Compass Pathways CMPS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-845
Closed -$18K 303
2021
Q4
$18K Buy
+845
New +$26.9K ﹤0.01% 484

Other funds holding CMPS

Amplius Wealth Advisors's CMPS Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Compass Pathways (CMPS) in Q1 2022, closing a stake of 845 shares — an estimated $18K sold.

Amplius Wealth Advisors first reported a position in CMPS in Q4 2021 and held it in 1 quarter. The position peaked at $18K in Q4 2021. 109 funds tracked by Wall St. Rank hold CMPS as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Compass Pathways position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 845 Compass Pathways shares in Q1 2022, an estimated $18K.
  • Amplius Wealth Advisors first reported a position in Compass Pathways in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Compass Pathways position peaked at $18K in Q4 2021.
  • 109 funds tracked by Wall St. Rank held Compass Pathways as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.