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Atria Investments’s Compass Minerals CMP Stock Holding History

Atria Investments’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
2020
Q2 		– Sell
-5,474
Closed -$211K – 576
2020
Q1 		$211K Sell
5,474
-1,046
-16% -$57K 0.02% 518
2019
Q4 		$397K Buy
6,520
+1,472
+29% +$83.5K 0.01% 872
2019
Q3 		$285K Sell
5,048
-1,558
-24% -$83.6K 0.01% 735
2019
Q2 		$331K Buy
6,606
+218
+3% +$12K 0.01% 709
2019
Q1 		$347K Sell
6,388
-2,701
-30% -$137K 0.01% 638
2018
Q4 		$379K Buy
9,089
+433
+5% +$22.8K 0.02% 591
2018
Q3 		$582K Sell
8,656
-4,633
-35% -$302K 0.02% 548
2018
Q2 		$874K Buy
13,289
+2,837
+27% +$189K 0.04% 399
2018
Q1 		$630K Buy
10,452
+1,716
+20% +$115K 0.03% 462
2017
Q4 		$631K Buy
8,736
+2,838
+48% +$191K 0.03% 435
2017
Q3 		$383K Buy
5,898
+857
+17% +$57.3K 0.02% 519
2017
Q2 		$329K Buy
+5,041
New +$336K 0.02% 533

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
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Atria Investments's CMP Position: Q2 2020 in Review

Atria Investments sold out of Compass Minerals (CMP) in Q2 2020, closing a stake of 5,474 shares — an estimated $211K sold.

Atria Investments first reported a position in CMP in Q2 2017 and held it in 12 quarters. The position peaked at $874K in Q2 2018. 279 funds tracked by Wall St. Rank hold CMP as of Q2 2020.

  • Atria Investments reported no remaining Compass Minerals position as of Q2 2020 after selling out during the quarter.
  • Atria Investments sold 5,474 Compass Minerals shares in Q2 2020, an estimated $211K.
  • Atria Investments first reported a position in Compass Minerals in Q2 2017 and held it in 12 quarters.
  • Atria Investments's Compass Minerals position peaked at $874K in Q2 2018.
  • 279 funds tracked by Wall St. Rank held Compass Minerals as of Q2 2020.

Based on Atria Investments's 13F filing for Q2 2020, filed 13 Aug 2020.