B. Riley Wealth Advisors’s Compass Minerals CMP Stock Holding History

B. Riley 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
2021 Q2	–	Sell	-4,507	Closed	-$284K	–	1385
2021 Q1	$284K	Buy	+4,507	New	+$288K	0.01%	1030
2015 Q1	–	Sell	-200	Closed	-$17	–	814
2014 Q4	$17	Buy	+200	New	+$17.2K	﹤0.01%	2619
2014 Q3	–	Sell	-200	Closed	-$19.1K	–	859
2014 Q2	$19.1K	Buy	+200	New	+$18K	﹤0.01%	1485

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

Bank of New York Mellon New York $544B AUM 28.31% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BCA

Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return

B. Riley Wealth Advisors's CMP Position: Q2 2021 in Review

B. Riley Wealth Advisors sold out of Compass Minerals (CMP) in Q2 2021, closing a stake of 4,507 shares — an estimated $284K sold.

B. Riley Wealth Advisors first reported a position in CMP in Q2 2014 and held it in 3 quarters. The position peaked at $284K in Q1 2021. 289 funds tracked by Wall St. Rank hold CMP as of Q2 2021.

B. Riley Wealth Advisors reported no remaining Compass Minerals position as of Q2 2021 after selling out during the quarter.
B. Riley Wealth Advisors sold 4,507 Compass Minerals shares in Q2 2021, an estimated $284K.
B. Riley Wealth Advisors first reported a position in Compass Minerals in Q2 2014 and held it in 3 quarters.
B. Riley Wealth Advisors's Compass Minerals position peaked at $284K in Q1 2021.
289 funds tracked by Wall St. Rank held Compass Minerals as of Q2 2021.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.