BA
CMP icon

Bellwether Advisors’s Compass Minerals CMP Stock Holding History

Bellwether 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
2023
Q1 		– Sell
-12
Closed -$492 – 496
2022
Q4 		$492 Hold
12
– – ﹤0.01% 402
2022
Q3 		$0 Hold
12
– – ﹤0.01% 473
2022
Q2 		$0 Hold
12
– – ﹤0.01% 429
2022
Q1 		$0 Hold
12
– – ﹤0.01% 556
2021
Q4 		$0 Hold
12
– – ﹤0.01% 570
2021
Q3 		$0 Hold
12
– – ﹤0.01% 553
2021
Q2 		$0 Hold
12
– – ﹤0.01% 432
2021
Q1 		$0 Hold
12
– – ﹤0.01% 394
2020
Q4 		$0 Buy
+12
New +$744 ﹤0.01% 322

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Bellwether Advisors's CMP Position: Q1 2023 in Review

Bellwether Advisors sold out of Compass Minerals (CMP) in Q1 2023, closing a stake of 12 shares — an estimated $492 sold.

Bellwether Advisors first reported a position in CMP in Q4 2020 and held it in 9 quarters. The position peaked at $492 in Q4 2022. 261 funds tracked by Wall St. Rank hold CMP as of Q1 2023.

  • Bellwether Advisors reported no remaining Compass Minerals position as of Q1 2023 after selling out during the quarter.
  • Bellwether Advisors sold 12 Compass Minerals shares in Q1 2023, an estimated $492.
  • Bellwether Advisors first reported a position in Compass Minerals in Q4 2020 and held it in 9 quarters.
  • Bellwether Advisors's Compass Minerals position peaked at $492 in Q4 2022.
  • 261 funds tracked by Wall St. Rank held Compass Minerals as of Q1 2023.

Based on Bellwether Advisors's 13F filing for Q1 2023, filed 5 May 2023.