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Confluence Wealth Services’s Compass Minerals CMP Stock Holding History

Confluence Wealth Services’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
2022
Q1 		– Sell
-440
Closed -$22K – 405
2021
Q4 		$22K Buy
+440
New +$26.8K 0.01% 702

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VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Confluence Wealth Services's CMP Position: Q1 2022 in Review

Confluence Wealth Services sold out of Compass Minerals (CMP) in Q1 2022, closing a stake of 440 shares — an estimated $22K sold.

Confluence Wealth Services first reported a position in CMP in Q4 2021 and held it in 1 quarter. The position peaked at $22K in Q4 2021. 298 funds tracked by Wall St. Rank hold CMP as of Q1 2022.

  • Confluence Wealth Services reported no remaining Compass Minerals position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 440 Compass Minerals shares in Q1 2022, an estimated $22K.
  • Confluence Wealth Services first reported a position in Compass Minerals in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Compass Minerals position peaked at $22K in Q4 2021.
  • 298 funds tracked by Wall St. Rank held Compass Minerals as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.