CWM
BMBL icon

Compass Wealth Management’s Bumble BMBL Stock Holding History

Compass Wealth Management’s Portfolio BMBL Stock Details BMBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-14
Closed -$235 – 396
2023
Q2 		$235 Hold
14
– – ﹤0.01% 401
2023
Q1 		$274 Hold
14
– – ﹤0.01% 407
2022
Q4 		$295 Buy
+14
New +$322 ﹤0.01% 406

Other funds holding BMBL

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AGFVA
Accel Growth Fund V Associates Palo Alto, California $81.7M AUM 29.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Compass Wealth Management's BMBL Position: Q3 2023 in Review

Compass Wealth Management sold out of Bumble (BMBL) in Q3 2023, closing a stake of 14 shares — an estimated $235 sold.

Compass Wealth Management first reported a position in BMBL in Q4 2022 and held it in 3 quarters. The position peaked at $295 in Q4 2022. 224 funds tracked by Wall St. Rank hold BMBL as of Q3 2023.

  • Compass Wealth Management reported no remaining Bumble position as of Q3 2023 after selling out during the quarter.
  • Compass Wealth Management sold 14 Bumble shares in Q3 2023, an estimated $235.
  • Compass Wealth Management first reported a position in Bumble in Q4 2022 and held it in 3 quarters.
  • Compass Wealth Management's Bumble position peaked at $295 in Q4 2022.
  • 224 funds tracked by Wall St. Rank held Bumble as of Q3 2023.

Based on Compass Wealth Management's 13F filing for Q3 2023, filed 25 Oct 2023.