CWM
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Compass Wealth Management’s Post Holdings POST Stock Holding History

Compass Wealth Management’s Portfolio POST Stock Details POST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-40
Closed -$3.47K – 407
2023
Q2 		$3.47K Hold
40
– – ﹤0.01% 386
2023
Q1 		$3.6K Hold
40
– – ﹤0.01% 392
2022
Q4 		$3.61K Buy
+40
New +$3.57K ﹤0.01% 392

Other funds holding POST

ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

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

Compass Wealth Management sold out of Post Holdings (POST) in Q3 2023, closing a stake of 40 shares — an estimated $3.47K sold.

Compass Wealth Management first reported a position in POST in Q4 2022 and held it in 3 quarters. The position peaked at $3.61K in Q4 2022. 357 funds tracked by Wall St. Rank hold POST as of Q3 2023.

  • Compass Wealth Management reported no remaining Post Holdings position as of Q3 2023 after selling out during the quarter.
  • Compass Wealth Management sold 40 Post Holdings shares in Q3 2023, an estimated $3.47K.
  • Compass Wealth Management first reported a position in Post Holdings in Q4 2022 and held it in 3 quarters.
  • Compass Wealth Management's Post Holdings position peaked at $3.61K in Q4 2022.
  • 357 funds tracked by Wall St. Rank held Post Holdings as of Q3 2023.

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