CWM
CMPS

Crowley Wealth Management’s Compass Pathways CMPS Stock Holding History

Crowley Wealth Management’s Portfolio CMPS Stock Details CMPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-30
Closed -$172 – 70
2025
Q3 		$172 Hold
30
– – ﹤0.01% 395
2025
Q2 		$84 Hold
30
– – ﹤0.01% 385
2025
Q1 		$86 Hold
30
– – ﹤0.01% 401
2024
Q4 		$113 Buy
+30
New +$152 ﹤0.01% 420

Other funds holding CMPS

RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $1.92B AUM 70.51% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
EHI
Eagle Health Investments Greenwich, Connecticut $603M AUM 111.06% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Crowley Wealth Management's CMPS Position: Q4 2025 in Review

Crowley Wealth Management sold out of Compass Pathways (CMPS) in Q4 2025, closing a stake of 30 shares — an estimated $172 sold.

Crowley Wealth Management first reported a position in CMPS in Q4 2024 and held it in 4 quarters. The position peaked at $172 in Q3 2025. 168 funds tracked by Wall St. Rank hold CMPS as of Q4 2025.

  • Crowley Wealth Management reported no remaining Compass Pathways position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 30 Compass Pathways shares in Q4 2025, an estimated $172.
  • Crowley Wealth Management first reported a position in Compass Pathways in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's Compass Pathways position peaked at $172 in Q3 2025.
  • 168 funds tracked by Wall St. Rank held Compass Pathways as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.