BEI
CMP icon

Benjamin Edwards Inc’s Compass Minerals CMP Stock Holding History

Benjamin Edwards Inc’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
Q4 		– Sell
-27
Closed -$1K – 636
2023
Q3 		$1K Sell
27
-197
-88% -$6.34K ﹤0.01% 624
2023
Q2 		$8K Buy
224
+1
+0.4% +$33 ﹤0.01% 584
2023
Q1 		$8K Buy
223
+1
+0.5% +$40 ﹤0.01% 593
2022
Q4 		$9K Buy
222
+1
+0.5% +$41 ﹤0.01% 592
2022
Q3 		$9K Buy
221
+1
+0.5% +$38 ﹤0.01% 563
2022
Q2 		$8K Sell
220
-37
-14% -$1.83K ﹤0.01% 597
2022
Q1 		$16K Buy
257
+38
+17% +$2.16K ﹤0.01% 573
2021
Q4 		$11K Buy
+219
New +$13.4K ﹤0.01% 572
2020
Q1 		– Sell
-150
Closed -$9K – 366
2019
Q4 		$9K Hold
150
– – 0.02% 226
2019
Q3 		$8K Hold
150
– – 0.02% 233
2019
Q2 		$8K Hold
150
– – 0.02% 228
2019
Q1 		$8K Buy
+150
New +$7.59K 0.04% 214

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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 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
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Benjamin Edwards Inc's CMP Position: Q4 2023 in Review

Benjamin Edwards Inc sold out of Compass Minerals (CMP) in Q4 2023, closing a stake of 27 shares — an estimated $1K sold.

Benjamin Edwards Inc first reported a position in CMP in Q1 2019 and held it in 12 quarters. The position peaked at $16K in Q1 2022. 235 funds tracked by Wall St. Rank hold CMP as of Q4 2023.

  • Benjamin Edwards Inc reported no remaining Compass Minerals position as of Q4 2023 after selling out during the quarter.
  • Benjamin Edwards Inc sold 27 Compass Minerals shares in Q4 2023, an estimated $1K.
  • Benjamin Edwards Inc first reported a position in Compass Minerals in Q1 2019 and held it in 12 quarters.
  • Benjamin Edwards Inc's Compass Minerals position peaked at $16K in Q1 2022.
  • 235 funds tracked by Wall St. Rank held Compass Minerals as of Q4 2023.

Based on Benjamin Edwards Inc's 13F filing for Q4 2023, filed 6 Feb 2024.