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Dakota Wealth Management’s Compass Therapeutics CMPX Stock Holding History

Dakota Wealth Management’s Portfolio CMPX Stock Details CMPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-14,000
Closed -$26.6K – 770
2025
Q1 		$26.6K Hold
14,000
– – ﹤0.01% 746
2024
Q4 		$20.3K Buy
+14,000
New +$23.3K ﹤0.01% 746

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O
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TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
ES
Enavate Sciences Menlo Park, California $352M AUM 220.14% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
MB
MPM BioImpact Boston, Massachusetts $1.29B AUM 141.72% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dakota Wealth Management's CMPX Position: Q2 2025 in Review

Dakota Wealth Management sold out of Compass Therapeutics (CMPX) in Q2 2025, closing a stake of 14,000 shares — an estimated $26.6K sold.

Dakota Wealth Management first reported a position in CMPX in Q4 2024 and held it in 2 quarters. The position peaked at $26.6K in Q1 2025. 103 funds tracked by Wall St. Rank hold CMPX as of Q2 2025.

  • Dakota Wealth Management reported no remaining Compass Therapeutics position as of Q2 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 14,000 Compass Therapeutics shares in Q2 2025, an estimated $26.6K.
  • Dakota Wealth Management first reported a position in Compass Therapeutics in Q4 2024 and held it in 2 quarters.
  • Dakota Wealth Management's Compass Therapeutics position peaked at $26.6K in Q1 2025.
  • 103 funds tracked by Wall St. Rank held Compass Therapeutics as of Q2 2025.

Based on Dakota Wealth Management's 13F filing for Q2 2025, filed 16 Jul 2025.