COWA LLC’s Compass Minerals CMP Stock Holding History

COWA LLC’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 Q2	–	Sell	-200	Closed	-$13K	–	165
2021 Q1	$13K	Sell	200 -1,365	-87%	-$87.4K	0.01%	299
2020 Q4	$99K	Buy	+1,565	New	+$97K	0.08%	153

Other funds holding CMP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BCA

Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return

COWA LLC's CMP Position: Q2 2021 in Review

COWA LLC sold out of Compass Minerals (CMP) in Q2 2021, closing a stake of 200 shares — an estimated $13K sold.

COWA LLC first reported a position in CMP in Q4 2020 and held it in 2 quarters. The position peaked at $99K in Q4 2020. 289 funds tracked by Wall St. Rank hold CMP as of Q2 2021.

COWA LLC reported no remaining Compass Minerals position as of Q2 2021 after selling out during the quarter.
COWA LLC sold 200 Compass Minerals shares in Q2 2021, an estimated $13K.
COWA LLC first reported a position in Compass Minerals in Q4 2020 and held it in 2 quarters.
COWA LLC's Compass Minerals position peaked at $99K in Q4 2020.
289 funds tracked by Wall St. Rank held Compass Minerals as of Q2 2021.

Based on COWA LLC's 13F filing for Q2 2021, filed 2 Aug 2021.