AAS
CMP icon

Avantax Advisory Services’s Compass Minerals CMP Stock Holding History

Avantax Advisory Services’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
2024
Q1 		– Sell
-9,193
Closed -$233K – 1661
2023
Q4 		$233K Buy
9,193
+407
+5% +$10.4K ﹤0.01% 1382
2023
Q3 		$246K Sell
8,786
-175
-2% -$5.63K ﹤0.01% 1305
2023
Q2 		$305K Sell
8,961
-779
-8% -$25.8K ﹤0.01% 1177
2023
Q1 		$334K Buy
9,740
+1,248
+15% +$49.9K ﹤0.01% 1092
2022
Q4 		$348K Sell
8,492
-785
-8% -$32.4K ﹤0.01% 1026
2022
Q3 		$357K Buy
9,277
+1,406
+18% +$53.6K 0.01% 919
2022
Q2 		$279K Buy
7,871
+1,394
+22% +$69K ﹤0.01% 1047
2022
Q1 		$411K Buy
6,477
+906
+16% +$51.5K 0.01% 864
2021
Q4 		$285K Buy
5,571
+2,073
+59% +$126K ﹤0.01% 999
2021
Q3 		$226K Buy
+3,498
New +$230K ﹤0.01% 1054

Other funds holding CMP

KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return
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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SCP
SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Avantax Advisory Services's CMP Position: Q1 2024 in Review

Avantax Advisory Services sold out of Compass Minerals (CMP) in Q1 2024, closing a stake of 9,193 shares — an estimated $233K sold.

Avantax Advisory Services first reported a position in CMP in Q3 2021 and held it in 10 quarters. The position peaked at $411K in Q1 2022. 224 funds tracked by Wall St. Rank hold CMP as of Q1 2024.

  • Avantax Advisory Services reported no remaining Compass Minerals position as of Q1 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 9,193 Compass Minerals shares in Q1 2024, an estimated $233K.
  • Avantax Advisory Services first reported a position in Compass Minerals in Q3 2021 and held it in 10 quarters.
  • Avantax Advisory Services's Compass Minerals position peaked at $411K in Q1 2022.
  • 224 funds tracked by Wall St. Rank held Compass Minerals as of Q1 2024.

Based on Avantax Advisory Services's 13F filing for Q1 2024, filed 8 May 2024.