CPC
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Consolidated Planning Corp’s Compass Minerals CMP Stock Holding History

Consolidated Planning Corp’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
2021
Q4 		– Sell
-103
Closed -$7K – 134
2021
Q3 		$7K Buy
+103
New +$6.78K ﹤0.01% 329

Other funds holding CMP

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
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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

Consolidated Planning Corp's CMP Position: Q4 2021 in Review

Consolidated Planning Corp sold out of Compass Minerals (CMP) in Q4 2021, closing a stake of 103 shares — an estimated $7K sold.

Consolidated Planning Corp first reported a position in CMP in Q3 2021 and held it in 1 quarter. The position peaked at $7K in Q3 2021. 297 funds tracked by Wall St. Rank hold CMP as of Q4 2021.

  • Consolidated Planning Corp reported no remaining Compass Minerals position as of Q4 2021 after selling out during the quarter.
  • Consolidated Planning Corp sold 103 Compass Minerals shares in Q4 2021, an estimated $7K.
  • Consolidated Planning Corp first reported a position in Compass Minerals in Q3 2021 and held it in 1 quarter.
  • Consolidated Planning Corp's Compass Minerals position peaked at $7K in Q3 2021.
  • 297 funds tracked by Wall St. Rank held Compass Minerals as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.