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Briaud Financial Planning’s Compass Therapeutics CMPX Stock Holding History

Briaud Financial Planning’s Portfolio CMPX Stock Details CMPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-700
Closed -$1K – 78
2025
Q2 		$1K Buy
+700
New +$1.44K ﹤0.01% 330

Other funds holding CMPX

TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
ES
Enavate Sciences Menlo Park, California $352M AUM 220.14% 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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
MB
MPM BioImpact Boston, Massachusetts $1.29B AUM 141.72% 1-Year Est. Return

Briaud Financial Planning's CMPX Position: Q3 2025 in Review

Briaud Financial Planning sold out of Compass Therapeutics (CMPX) in Q3 2025, closing a stake of 700 shares — an estimated $1K sold.

Briaud Financial Planning first reported a position in CMPX in Q2 2025 and held it in 1 quarter. The position peaked at $1K in Q2 2025. 125 funds tracked by Wall St. Rank hold CMPX as of Q3 2025.

  • Briaud Financial Planning reported no remaining Compass Therapeutics position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 700 Compass Therapeutics shares in Q3 2025, an estimated $1K.
  • Briaud Financial Planning first reported a position in Compass Therapeutics in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's Compass Therapeutics position peaked at $1K in Q2 2025.
  • 125 funds tracked by Wall St. Rank held Compass Therapeutics as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.