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Concord Wealth Partners’s Compass Minerals CMP Stock Holding History

Concord Wealth Partners’s Portfolio CMP Stock Details CMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-523
Closed -$6.28K – 932
2024
Q3 		$6.28K Buy
523
+281
+116% +$2.98K ﹤0.01% 607
2024
Q2 		$2.5K Sell
242
-771
-76% -$9.94K ﹤0.01% 648
2024
Q1 		$15.9K Buy
1,013
+312
+45% +$6.55K ﹤0.01% 517
2023
Q4 		$17.7K Sell
701
-1,082
-61% -$27.6K ﹤0.01% 494
2023
Q3 		$49.8K Sell
1,783
-117
-6% -$3.76K 0.01% 377
2023
Q2 		$64.6K Buy
1,900
+323
+20% +$10.7K 0.01% 323
2023
Q1 		$54.1K Sell
1,577
-350
-18% -$14K 0.02% 335
2022
Q4 		$79K Buy
+1,927
New +$79.6K 0.02% 286
2022
Q3 		– Sell
-1,828
Closed -$65K – 329
2022
Q2 		$65K Hold
1,828
– – 0.02% 323
2022
Q1 		$115K Hold
1,828
– – 0.03% 279
2021
Q4 		$93K Buy
1,828
+222
+14% +$13.5K 0.02% 319
2021
Q3 		$103K Sell
1,606
-264
-14% -$17.4K 0.04% 132
2021
Q2 		$111K Sell
1,870
-365
-16% -$24.2K 0.03% 219
2021
Q1 		$140K Buy
2,235
+241
+12% +$15.4K 0.05% 166
2020
Q4 		$123K Buy
+1,994
New +$124K 0.09% 116

Other funds holding CMP

KI
Koch Inc Wichita, Kansas $922M AUM 16.65% 1-Year Est. Return
SCP
SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Concord Wealth Partners's CMP Position: Q4 2024 in Review

Concord Wealth Partners sold out of Compass Minerals (CMP) in Q4 2024, closing a stake of 523 shares — an estimated $6.28K sold.

Concord Wealth Partners first reported a position in CMP in Q4 2020 and held it in 15 quarters. The position peaked at $140K in Q1 2021. 218 funds tracked by Wall St. Rank hold CMP as of Q4 2024.

  • Concord Wealth Partners reported no remaining Compass Minerals position as of Q4 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 523 Compass Minerals shares in Q4 2024, an estimated $6.28K.
  • Concord Wealth Partners first reported a position in Compass Minerals in Q4 2020 and held it in 15 quarters.
  • Concord Wealth Partners's Compass Minerals position peaked at $140K in Q1 2021.
  • 218 funds tracked by Wall St. Rank held Compass Minerals as of Q4 2024.

Based on Concord Wealth Partners's 13F filing for Q4 2024, filed 24 Jan 2025.