CWM
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Compass Wealth Management’s New York Times NYT Stock Holding History

Compass Wealth Management’s Portfolio NYT Stock Details NYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-930
Closed -$46.1K – 326
2025
Q1 		$46.1K Hold
930
– – 0.01% 254
2024
Q4 		$48.4K Hold
930
– – 0.01% 247
2024
Q3 		$51.8K Hold
930
– – 0.01% 247
2024
Q2 		$47.6K Hold
930
– – 0.01% 252
2024
Q1 		$40.2K Hold
930
– – 0.01% 268
2023
Q4 		$45.6K Hold
930
– – 0.01% 253
2023
Q3 		$38.3K Hold
930
– – 0.01% 257
2023
Q2 		$36.6K Hold
930
– – 0.01% 271
2023
Q1 		$36.2K Hold
930
– – 0.01% 271
2022
Q4 		$30.2K Buy
+930
New +$30.3K 0.01% 283

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DCP
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FCM
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State Street
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AQR Capital Management
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Geode Capital Management
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ROIC
Route One Investment Company San Francisco, California $2.28B AUM 11.7% 1-Year Est. Return