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Avior Wealth Management’s Compass Minerals CMP Stock Holding History

Avior Wealth Management’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
Q2 		– Sell
-7
Closed -$110 – 2550
2024
Q1 		$110 Buy
+7
New +$147 ﹤0.01% 3147
2022
Q2 		– Sell
-100
Closed -$6K – 1082
2022
Q1 		$6K Buy
+100
New +$5.68K ﹤0.01% 885
2020
Q1 		– Sell
-202
Closed -$12K – 785
2019
Q4 		$12K Hold
202
– – ﹤0.01% 584
2019
Q3 		$11K Hold
202
– – ﹤0.01% 574
2019
Q2 		$11K Buy
+202
New +$11.2K ﹤0.01% 585

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
SCP
SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return

Avior Wealth Management's CMP Position: Q2 2024 in Review

Avior Wealth Management sold out of Compass Minerals (CMP) in Q2 2024, closing a stake of 7 shares — an estimated $110 sold.

Avior Wealth Management first reported a position in CMP in Q2 2019 and held it in 5 quarters. The position peaked at $12K in Q4 2019. 213 funds tracked by Wall St. Rank hold CMP as of Q2 2024.

  • Avior Wealth Management reported no remaining Compass Minerals position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 7 Compass Minerals shares in Q2 2024, an estimated $110.
  • Avior Wealth Management first reported a position in Compass Minerals in Q2 2019 and held it in 5 quarters.
  • Avior Wealth Management's Compass Minerals position peaked at $12K in Q4 2019.
  • 213 funds tracked by Wall St. Rank held Compass Minerals as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.