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Cary Street Partners Investment Advisory’s Compass Minerals CMP Stock Holding History

Cary Street Partners Investment Advisory’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
-39
Closed -$1.09K – 837
2023
Q3 		$1.09K Buy
+39
New +$1.25K ﹤0.01% 1727

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Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
MIS
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SCM
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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

Cary Street Partners Investment Advisory's CMP Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Compass Minerals (CMP) in Q4 2023, closing a stake of 39 shares — an estimated $1.09K sold.

Cary Street Partners Investment Advisory first reported a position in CMP in Q3 2023 and held it in 1 quarter. The position peaked at $1.09K in Q3 2023. 235 funds tracked by Wall St. Rank hold CMP as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Compass Minerals position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 39 Compass Minerals shares in Q4 2023, an estimated $1.09K.
  • Cary Street Partners Investment Advisory first reported a position in Compass Minerals in Q3 2023 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's Compass Minerals position peaked at $1.09K in Q3 2023.
  • 235 funds tracked by Wall St. Rank held Compass Minerals as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.