Circle Wealth Management’s Cimpress CMPR Stock Holding History

Circle 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
2021 Q3	–	Sell	-1,925	Closed	-$209K	–	180
2021 Q2	$209K	Buy	+1,925	New	+$195K	0.03%	173

Other funds holding CMPR

PGP

Prescott General Partners Boca Raton, Florida $1.96B AUM 58.65% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Circle Wealth Management's CMPR Position: Q3 2021 in Review

Circle Wealth Management sold out of Cimpress (CMPR) in Q3 2021, closing a stake of 1,925 shares — an estimated $209K sold.

Circle Wealth Management first reported a position in CMPR in Q2 2021 and held it in 1 quarter. The position peaked at $209K in Q2 2021. 138 funds tracked by Wall St. Rank hold CMPR as of Q3 2021.

Circle Wealth Management reported no remaining Cimpress position as of Q3 2021 after selling out during the quarter.
Circle Wealth Management sold 1,925 Cimpress shares in Q3 2021, an estimated $209K.
Circle Wealth Management first reported a position in Cimpress in Q2 2021 and held it in 1 quarter.
Circle Wealth Management's Cimpress position peaked at $209K in Q2 2021.
138 funds tracked by Wall St. Rank held Cimpress as of Q3 2021.

Based on Circle Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.