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EP Wealth Advisors’s Compass Minerals CMP Stock Holding History

EP Wealth Advisors’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
2022
Q2 		– Sell
-3,586
Closed -$225K – 648
2022
Q1 		$225K Buy
+3,586
New +$204K ﹤0.01% 549
2021
Q4 		– Sell
-4,680
Closed -$301K – 549
2021
Q3 		$301K Sell
4,680
-904
-16% -$59.5K 0.01% 427
2021
Q2 		$331K Sell
5,584
-1,545
-22% -$103K 0.01% 422
2021
Q1 		$447K Sell
7,129
-541
-7% -$34.6K 0.01% 346
2020
Q4 		$473K Sell
7,670
-1,164
-13% -$72.1K 0.02% 275
2020
Q3 		$524K Sell
8,834
-700
-7% -$38.6K 0.02% 221
2020
Q2 		$465K Sell
9,534
-1,484
-13% -$68.8K 0.02% 251
2020
Q1 		$424K Sell
11,018
-171
-2% -$9.31K 0.02% 268
2019
Q4 		$682K Sell
11,189
-159
-1% -$9.02K 0.03% 233
2019
Q3 		$641K Buy
11,348
+88
+0.8% +$4.72K 0.03% 206
2019
Q2 		$619K Sell
11,260
-375
-3% -$20.7K 0.04% 179
2019
Q1 		$633K Buy
11,635
+634
+6% +$32.1K 0.06% 149
2018
Q4 		$459K Sell
11,001
-926
-8% -$48.8K 0.04% 178
2018
Q3 		$801K Buy
+11,927
New +$778K 0.06% 135

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
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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

EP Wealth Advisors's CMP Position: Q2 2022 in Review

EP Wealth Advisors sold out of Compass Minerals (CMP) in Q2 2022, closing a stake of 3,586 shares — an estimated $225K sold.

EP Wealth Advisors first reported a position in CMP in Q3 2018 and held it in 14 quarters. The position peaked at $801K in Q3 2018. 274 funds tracked by Wall St. Rank hold CMP as of Q2 2022.

  • EP Wealth Advisors reported no remaining Compass Minerals position as of Q2 2022 after selling out during the quarter.
  • EP Wealth Advisors sold 3,586 Compass Minerals shares in Q2 2022, an estimated $225K.
  • EP Wealth Advisors first reported a position in Compass Minerals in Q3 2018 and held it in 14 quarters.
  • EP Wealth Advisors's Compass Minerals position peaked at $801K in Q3 2018.
  • 274 funds tracked by Wall St. Rank held Compass Minerals as of Q2 2022.

Based on EP Wealth Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.