BWA
CMPS

BDO Wealth Advisors’s Compass Pathways CMPS Stock Holding History

BDO Wealth Advisors’s Portfolio CMPS Stock Details CMPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-50
Closed -$402 – 1066
2022
Q4 		$402 Hold
50
– – ﹤0.01% 964
2022
Q3 		$1K Hold
50
– – ﹤0.01% 961
2022
Q2 		$1K Hold
50
– – ﹤0.01% 950
2022
Q1 		$1K Hold
50
– – ﹤0.01% 971
2021
Q4 		$1K Sell
50
-1,985
-98% -$63.2K ﹤0.01% 990
2021
Q3 		$61K Hold
2,035
– – 0.01% 415
2021
Q2 		$78K Buy
2,035
+1,485
+270% +$53K 0.01% 401
2021
Q1 		$20K Buy
+550
New +$24.1K ﹤0.01% 617

Other funds holding CMPS

AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
FFVM
Founders Fund VII Management San Francisco, California $2.03M AUM 72.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PHS
PFM Health Sciences San Francisco, California $1.17B AUM 92.19% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

BDO Wealth Advisors's CMPS Position: Q1 2023 in Review

BDO Wealth Advisors sold out of Compass Pathways (CMPS) in Q1 2023, closing a stake of 50 shares — an estimated $402 sold.

BDO Wealth Advisors first reported a position in CMPS in Q1 2021 and held it in 8 quarters. The position peaked at $78K in Q2 2021. 103 funds tracked by Wall St. Rank hold CMPS as of Q1 2023.

  • BDO Wealth Advisors reported no remaining Compass Pathways position as of Q1 2023 after selling out during the quarter.
  • BDO Wealth Advisors sold 50 Compass Pathways shares in Q1 2023, an estimated $402.
  • BDO Wealth Advisors first reported a position in Compass Pathways in Q1 2021 and held it in 8 quarters.
  • BDO Wealth Advisors's Compass Pathways position peaked at $78K in Q2 2021.
  • 103 funds tracked by Wall St. Rank held Compass Pathways as of Q1 2023.

Based on BDO Wealth Advisors's 13F filing for Q1 2023, filed 9 May 2023.