Atwood & Palmer’s Compass Minerals CMP Stock Holding History

Atwood & Palmer’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
2022 Q1	–	Sell	-25	Closed	-$1K	–	445
2021 Q4	$1K	Buy	+25	New	+$1.52K	﹤0.01%	445
2016 Q1	–	Sell	-2,000	Closed	-$151K	–	330
2015 Q4	$151K	Hold	2,000	–	–	0.03%	142
2015 Q3	$157K	Hold	2,000	–	–	0.03%	128
2015 Q2	$164K	Hold	2,000	–	–	0.03%	138
2015 Q1	$186K	Hold	2,000	–	–	0.03%	128
2014 Q4	$174K	Hold	2,000	–	–	0.03%	133
2014 Q3	$169K	Buy	+2,000	New	+$179K	0.03%	136

Other funds holding CMP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Atwood & Palmer's CMP Position: Q1 2022 in Review

Atwood & Palmer sold out of Compass Minerals (CMP) in Q1 2022, closing a stake of 25 shares — an estimated $1K sold.

Atwood & Palmer first reported a position in CMP in Q3 2014 and held it in 7 quarters. The position peaked at $186K in Q1 2015. 298 funds tracked by Wall St. Rank hold CMP as of Q1 2022.

Atwood & Palmer reported no remaining Compass Minerals position as of Q1 2022 after selling out during the quarter.
Atwood & Palmer sold 25 Compass Minerals shares in Q1 2022, an estimated $1K.
Atwood & Palmer first reported a position in Compass Minerals in Q3 2014 and held it in 7 quarters.
Atwood & Palmer's Compass Minerals position peaked at $186K in Q1 2015.
298 funds tracked by Wall St. Rank held Compass Minerals as of Q1 2022.

Based on Atwood & Palmer's 13F filing for Q1 2022, filed 29 Apr 2022.