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Capital Investment Advisory Services’s Compass Minerals CMP Stock Holding History

Capital Investment Advisory Services’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
-5,270
Closed -$216K – 882
2022
Q4 		$216K Buy
+5,270
New +$218K 0.03% 445
2022
Q2 		– Sell
-4,070
Closed -$256K – 831
2022
Q1 		$256K Buy
+4,070
New +$231K 0.03% 419
2019
Q4 		– Sell
-375
Closed -$21K – 681
2019
Q3 		$21K Hold
375
– – 0.01% 798
2019
Q2 		$21K Hold
375
– – 0.01% 763
2019
Q1 		$20K Hold
375
– – 0.01% 679
2018
Q4 		$16K Buy
+375
New +$19.7K 0.01% 686

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

Capital Investment Advisory Services's CMP Position: Q1 2023 in Review

Capital Investment Advisory Services sold out of Compass Minerals (CMP) in Q1 2023, closing a stake of 5,270 shares — an estimated $216K sold.

Capital Investment Advisory Services first reported a position in CMP in Q4 2018 and held it in 6 quarters. The position peaked at $256K in Q1 2022. 261 funds tracked by Wall St. Rank hold CMP as of Q1 2023.

  • Capital Investment Advisory Services reported no remaining Compass Minerals position as of Q1 2023 after selling out during the quarter.
  • Capital Investment Advisory Services sold 5,270 Compass Minerals shares in Q1 2023, an estimated $216K.
  • Capital Investment Advisory Services first reported a position in Compass Minerals in Q4 2018 and held it in 6 quarters.
  • Capital Investment Advisory Services's Compass Minerals position peaked at $256K in Q1 2022.
  • 261 funds tracked by Wall St. Rank held Compass Minerals as of Q1 2023.

Based on Capital Investment Advisory Services's 13F filing for Q1 2023, filed 21 Apr 2023.