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ARS Wealth Advisors’s Compass Minerals CMP Stock Holding History

ARS 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
2018
Q1 		– Sell
-20,594
Closed -$1.49M – 118
2017
Q4 		$1.49M Sell
20,594
-3,380
-14% -$227K 0.55% 32
2017
Q3 		$1.56M Buy
23,974
+1,619
+7% +$108K 0.6% 31
2017
Q2 		$1.46M Buy
22,355
+6,366
+40% +$424K 0.59% 31
2017
Q1 		$1.08M Sell
15,989
-640
-4% -$48.8K 0.46% 33
2016
Q4 		$1.3M Buy
16,629
+6,465
+64% +$491K 0.58% 27
2016
Q3 		$749K Buy
10,164
+5,746
+130% +$416K 0.32% 36
2016
Q2 		$328K Buy
+4,418
New +$335K 0.14% 61

Other funds holding CMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ARS Wealth Advisors's CMP Position: Q1 2018 in Review

ARS Wealth Advisors sold out of Compass Minerals (CMP) in Q1 2018, closing a stake of 20,594 shares — an estimated $1.49M sold.

ARS Wealth Advisors first reported a position in CMP in Q2 2016 and held it in 7 quarters. The position peaked at $1.56M in Q3 2017. 319 funds tracked by Wall St. Rank hold CMP as of Q1 2018.

  • ARS Wealth Advisors reported no remaining Compass Minerals position as of Q1 2018 after selling out during the quarter.
  • ARS Wealth Advisors sold 20,594 Compass Minerals shares in Q1 2018, an estimated $1.49M.
  • ARS Wealth Advisors first reported a position in Compass Minerals in Q2 2016 and held it in 7 quarters.
  • ARS Wealth Advisors's Compass Minerals position peaked at $1.56M in Q3 2017.
  • 319 funds tracked by Wall St. Rank held Compass Minerals as of Q1 2018.

Based on ARS Wealth Advisors's 13F filing for Q1 2018, filed 11 Jun 2021.