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Arkadios Wealth Advisors’s Compass Minerals CMP Stock Holding History

Arkadios Wealth Advisors’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
2021
Q4 		– Sell
-24
Closed -$1K – 785
2021
Q3 		$1K Sell
24
-88
-79% -$5.79K ﹤0.01% 1792
2021
Q2 		$6K Buy
112
+38
+51% +$2.52K ﹤0.01% 1656
2021
Q1 		$4K Buy
74
+1
+1% +$64 ﹤0.01% 1401
2020
Q4 		$4K Buy
73
+43
+143% +$2.66K ﹤0.01% 1144
2020
Q3 		$1.86K Buy
30
+5
+20% +$275 ﹤0.01% 943
2020
Q2 		$1.24K Buy
+25
New +$1.16K ﹤0.01% 892

Other funds holding CMP

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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return

Arkadios Wealth Advisors's CMP Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Compass Minerals (CMP) in Q4 2021, closing a stake of 24 shares — an estimated $1K sold.

Arkadios Wealth Advisors first reported a position in CMP in Q2 2020 and held it in 6 quarters. The position peaked at $6K in Q2 2021. 297 funds tracked by Wall St. Rank hold CMP as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Compass Minerals position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 24 Compass Minerals shares in Q4 2021, an estimated $1K.
  • Arkadios Wealth Advisors first reported a position in Compass Minerals in Q2 2020 and held it in 6 quarters.
  • Arkadios Wealth Advisors's Compass Minerals position peaked at $6K in Q2 2021.
  • 297 funds tracked by Wall St. Rank held Compass Minerals as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.