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Carolinas Wealth Consulting’s Compass Minerals CMP Stock Holding History

Carolinas Wealth Consulting’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
Q3 		– Sell
-130
Closed -$4.42K – 1033
2023
Q2 		$4.42K Hold
130
– – ﹤0.01% 690
2023
Q1 		$4.46K Hold
130
– – ﹤0.01% 706
2022
Q4 		$5.33K Hold
130
– – ﹤0.01% 686
2022
Q3 		$5K Hold
130
– – ﹤0.01% 653
2022
Q2 		$5K Hold
130
– – ﹤0.01% 649
2022
Q1 		$8K Hold
130
– – ﹤0.01% 632
2021
Q4 		$7K Hold
130
– – ﹤0.01% 656
2021
Q3 		$8K Sell
130
-70
-35% -$4.61K ﹤0.01% 602
2021
Q2 		$12K Sell
200
-70
-26% -$4.65K ﹤0.01% 583
2021
Q1 		$17K Sell
270
-40
-13% -$2.56K ﹤0.01% 537
2020
Q4 		$19K Hold
310
– – 0.01% 484
2020
Q3 		$18K Buy
+310
New +$17.1K 0.01% 400

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
ACM
Ararat Capital Management Westport, Connecticut $178M AUM 26.61% 1-Year Est. Return

Carolinas Wealth Consulting's CMP Position: Q3 2023 in Review

Carolinas Wealth Consulting sold out of Compass Minerals (CMP) in Q3 2023, closing a stake of 130 shares — an estimated $4.42K sold.

Carolinas Wealth Consulting first reported a position in CMP in Q3 2020 and held it in 12 quarters. The position peaked at $19K in Q4 2020. 246 funds tracked by Wall St. Rank hold CMP as of Q3 2023.

  • Carolinas Wealth Consulting reported no remaining Compass Minerals position as of Q3 2023 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 130 Compass Minerals shares in Q3 2023, an estimated $4.42K.
  • Carolinas Wealth Consulting first reported a position in Compass Minerals in Q3 2020 and held it in 12 quarters.
  • Carolinas Wealth Consulting's Compass Minerals position peaked at $19K in Q4 2020.
  • 246 funds tracked by Wall St. Rank held Compass Minerals as of Q3 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q3 2023, filed 14 Nov 2023.