CWA
CMPS

Clearview Wealth Advisors’s Compass Pathways CMPS Stock Holding History

Clearview Wealth Advisors’s Portfolio CMPS Stock Details CMPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-50
Closed -$402 – 674
2022
Q4 		$402 Hold
50
– – ﹤0.01% 567
2022
Q3 		$1K Hold
50
– – ﹤0.01% 518
2022
Q2 		$1K Hold
50
– – ﹤0.01% 524
2022
Q1 		$1K Hold
50
– – ﹤0.01% 553
2021
Q4 		$1K Hold
50
– – ﹤0.01% 622
2021
Q3 		$1K Buy
+50
New +$1.68K ﹤0.01% 611

Other funds holding CMPS

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
FFVM
Founders Fund VII Management San Francisco, California $2.03M AUM 72.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PHS
PFM Health Sciences San Francisco, California $1.1B AUM 57.92% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Clearview Wealth Advisors's CMPS Position: Q1 2023 in Review

Clearview Wealth Advisors sold out of Compass Pathways (CMPS) in Q1 2023, closing a stake of 50 shares — an estimated $402 sold.

Clearview Wealth Advisors first reported a position in CMPS in Q3 2021 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 103 funds tracked by Wall St. Rank hold CMPS as of Q1 2023.

  • Clearview Wealth Advisors reported no remaining Compass Pathways position as of Q1 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 50 Compass Pathways shares in Q1 2023, an estimated $402.
  • Clearview Wealth Advisors first reported a position in Compass Pathways in Q3 2021 and held it in 6 quarters.
  • Clearview Wealth Advisors's Compass Pathways position peaked at $1K in Q3 2022.
  • 103 funds tracked by Wall St. Rank held Compass Pathways as of Q1 2023.

Based on Clearview Wealth Advisors's 13F filing for Q1 2023, filed 12 Apr 2023.