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Belpointe Asset Management’s Compass Minerals CMP Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-1,344
Closed -$46.1K – 1084
2023
Q1 		$46.1K Sell
1,344
-7,820
-85% -$313K ﹤0.01% 1748
2022
Q4 		$376K Sell
9,164
-477
-5% -$19.7K 0.02% 652
2022
Q3 		$372K Buy
9,641
+24
+0.2% +$915 0.03% 612
2022
Q2 		$341K Buy
9,617
+24
+0.3% +$1.19K 0.02% 631
2022
Q1 		$603K Buy
9,593
+1,077
+13% +$61.2K 0.04% 477
2021
Q4 		$435K Buy
8,516
+832
+11% +$50.7K 0.03% 566
2021
Q3 		$495K Buy
7,684
+2,846
+59% +$187K 0.03% 511
2021
Q2 		$287K Sell
4,838
-92
-2% -$6.11K 0.02% 687
2021
Q1 		$309K Sell
4,930
-3,020
-38% -$193K 0.03% 594
2020
Q4 		$491K Buy
+7,950
New +$493K 0.04% 409
2018
Q1 		– Sell
-3,050
Closed -$220K – 371
2017
Q4 		$220K Buy
+3,050
New +$205K 0.05% 403

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Belpointe Asset Management's CMP Position: Q2 2023 in Review

Belpointe Asset Management sold out of Compass Minerals (CMP) in Q2 2023, closing a stake of 1,344 shares — an estimated $46.1K sold.

Belpointe Asset Management first reported a position in CMP in Q4 2017 and held it in 11 quarters. The position peaked at $603K in Q1 2022. 250 funds tracked by Wall St. Rank hold CMP as of Q2 2023.

  • Belpointe Asset Management reported no remaining Compass Minerals position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 1,344 Compass Minerals shares in Q2 2023, an estimated $46.1K.
  • Belpointe Asset Management first reported a position in Compass Minerals in Q4 2017 and held it in 11 quarters.
  • Belpointe Asset Management's Compass Minerals position peaked at $603K in Q1 2022.
  • 250 funds tracked by Wall St. Rank held Compass Minerals as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.