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Bell Investment Advisors’s Compass Minerals CMP Stock Holding History

Bell Investment 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
2024
Q1 		– Sell
-16
Closed -$406 – 1916
2023
Q4 		$406 Hold
16
– – ﹤0.01% 1866
2023
Q3 		$448 Hold
16
– – ﹤0.01% 1834
2023
Q2 		$544 Buy
+16
New +$531 ﹤0.01% 1808
2023
Q1 		– Sell
-14
Closed -$574 – 1929
2022
Q4 		$574 Hold
14
– – ﹤0.01% 1747
2022
Q3 		$1K Buy
+14
New +$534 ﹤0.01% 1353
2021
Q4 		– Sell
-10
Closed -$1K – 1799
2021
Q3 		$1K Buy
+10
New +$658 ﹤0.01% 1314

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

Bell Investment Advisors's CMP Position: Q1 2024 in Review

Bell Investment Advisors sold out of Compass Minerals (CMP) in Q1 2024, closing a stake of 16 shares — an estimated $406 sold.

Bell Investment Advisors first reported a position in CMP in Q3 2021 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 224 funds tracked by Wall St. Rank hold CMP as of Q1 2024.

  • Bell Investment Advisors reported no remaining Compass Minerals position as of Q1 2024 after selling out during the quarter.
  • Bell Investment Advisors sold 16 Compass Minerals shares in Q1 2024, an estimated $406.
  • Bell Investment Advisors first reported a position in Compass Minerals in Q3 2021 and held it in 6 quarters.
  • Bell Investment Advisors's Compass Minerals position peaked at $1K in Q3 2022.
  • 224 funds tracked by Wall St. Rank held Compass Minerals as of Q1 2024.

Based on Bell Investment Advisors's 13F filing for Q1 2024, filed 8 May 2024.