Cassaday & Co Wealth Management
CMPR icon

Cassaday & Co Wealth Management’s Cimpress CMPR Stock Holding History

Cassaday & Co Wealth Management’s Portfolio CMPR Stock Details CMPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-185
Closed -$18.8K – 1310
2026
Q2 		$18.8K Sell
185
-34
-16% -$3.02K ﹤0.01% 782
2026
Q1 		$16K Buy
+219
New +$16.2K ﹤0.01% 810

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Hantz Financial Services
Hantz Financial Services Southfield, Michigan $7.48B AUM 14.09% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

Cassaday & Co Wealth Management's CMPR Position: Q3 2026 in Review

Cassaday & Co Wealth Management sold out of Cimpress (CMPR) in Q3 2026, closing a stake of 185 shares — an estimated $18.8K sold.

Cassaday & Co Wealth Management first reported a position in CMPR in Q1 2026 and held it in 2 quarters. The position peaked at $18.8K in Q2 2026. 99 funds tracked by Wall St. Rank hold CMPR as of Q3 2026.

  • Cassaday & Co Wealth Management reported no remaining Cimpress position as of Q3 2026 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 185 Cimpress shares in Q3 2026, an estimated $18.8K.
  • Cassaday & Co Wealth Management first reported a position in Cimpress in Q1 2026 and held it in 2 quarters.
  • Cassaday & Co Wealth Management's Cimpress position peaked at $18.8K in Q2 2026.
  • 99 funds tracked by Wall St. Rank held Cimpress as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.