Crewe Advisors’s Compass COMP Stock Holding History

Crewe Advisors’s Portfolio COMP Stock Details COMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-40	Closed	-$116	–	472
2023 Q3	$116	Buy	+40	New	+$141	﹤0.01%	552

Other funds holding COMP

SIAU

SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return

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

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

Antipodes Partners Royal Exchange, Australia $5.19B AUM 36.17% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

MRCP

Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return

Crewe Advisors's COMP Position: Q4 2023 in Review

Crewe Advisors sold out of Compass (COMP) in Q4 2023, closing a stake of 40 shares — an estimated $116 sold.

Crewe Advisors first reported a position in COMP in Q3 2023 and held it in 1 quarter. The position peaked at $116 in Q3 2023. 188 funds tracked by Wall St. Rank hold COMP as of Q4 2023.

Crewe Advisors reported no remaining Compass position as of Q4 2023 after selling out during the quarter.
Crewe Advisors sold 40 Compass shares in Q4 2023, an estimated $116.
Crewe Advisors first reported a position in Compass in Q3 2023 and held it in 1 quarter.
Crewe Advisors's Compass position peaked at $116 in Q3 2023.
188 funds tracked by Wall St. Rank held Compass as of Q4 2023.

Based on Crewe Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.