CAPTRUST Financial Advisors
CMP icon

CAPTRUST Financial Advisors’s Compass Minerals CMP Stock Holding History

CAPTRUST Financial 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
2026
Q3 		– Sell
-8,447
Closed -$263K – 3447
2026
Q2 		$263K Buy
+8,447
New +$239K ﹤0.01% 2689
2023
Q3 		– Sell
-6,780
Closed -$231K – 2648
2023
Q2 		$231K Buy
+6,780
New +$225K ﹤0.01% 2159
2023
Q1 		– Sell
-6,001
Closed -$246K – 2327
2022
Q4 		$246K Sell
6,001
-6,547
-52% -$271K ﹤0.01% 1813
2022
Q3 		$483K Buy
12,548
+3,844
+44% +$147K ﹤0.01% 1266
2022
Q2 		$308K Sell
8,704
-97
-1% -$4.8K ﹤0.01% 1412
2022
Q1 		$553K Buy
8,801
+74
+0.8% +$4.2K ﹤0.01% 1105
2021
Q4 		$446K Sell
8,727
-274
-3% -$16.7K ﹤0.01% 1179
2021
Q3 		$580K Sell
9,001
-611
-6% -$40.2K ﹤0.01% 970
2021
Q2 		$570K Buy
9,612
+677
+8% +$44.9K 0.01% 939
2021
Q1 		$560K Sell
8,935
-541
-6% -$34.6K 0.01% 920
2020
Q4 		$585K Buy
9,476
+1,770
+23% +$110K 0.01% 779
2020
Q3 		$460K Buy
7,706
+5,040
+189% +$278K 0.01% 741
2020
Q2 		$131K Buy
+2,666
New +$124K ﹤0.01% 1218
2019
Q4 		– Sell
-1,149
Closed -$65K – 1149
2019
Q3 		$65K Buy
1,149
+479
+71% +$25.7K ﹤0.01% 915
2019
Q2 		$37K Hold
670
– – ﹤0.01% 1079
2019
Q1 		$36K Hold
670
– – ﹤0.01% 992
2018
Q4 		$28K Hold
670
– – ﹤0.01% 914
2018
Q3 		$45K Buy
+670
New +$43.7K ﹤0.01% 794

Other funds holding CMP

SailingStone Capital Partners
SailingStone Capital Partners Houston, Texas $492M AUM 15.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
O'Keefe Stevens Advisory
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

CAPTRUST Financial Advisors's CMP Position: Q3 2026 in Review

CAPTRUST Financial Advisors sold out of Compass Minerals (CMP) in Q3 2026, closing a stake of 8,447 shares — an estimated $263K sold.

CAPTRUST Financial Advisors first reported a position in CMP in Q3 2018 and held it in 18 quarters. The position peaked at $585K in Q4 2020. 149 funds tracked by Wall St. Rank hold CMP as of Q3 2026.

  • CAPTRUST Financial Advisors reported no remaining Compass Minerals position as of Q3 2026 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 8,447 Compass Minerals shares in Q3 2026, an estimated $263K.
  • CAPTRUST Financial Advisors first reported a position in Compass Minerals in Q3 2018 and held it in 18 quarters.
  • CAPTRUST Financial Advisors's Compass Minerals position peaked at $585K in Q4 2020.
  • 149 funds tracked by Wall St. Rank held Compass Minerals as of Q3 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.