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EPG Wealth Management’s Compass Minerals CMP Stock Holding History

EPG Wealth Management’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
2020
Q2 		– Sell
-233
Closed -$9K – 243
2020
Q1 		$9K Buy
233
+3
+1% +$163 0.01% 490
2019
Q4 		$14K Buy
+230
New +$13K 0.01% 387

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EPG Wealth Management's CMP Position: Q2 2020 in Review

EPG Wealth Management sold out of Compass Minerals (CMP) in Q2 2020, closing a stake of 233 shares — an estimated $9K sold.

EPG Wealth Management first reported a position in CMP in Q4 2019 and held it in 2 quarters. The position peaked at $14K in Q4 2019. 279 funds tracked by Wall St. Rank hold CMP as of Q2 2020.

  • EPG Wealth Management reported no remaining Compass Minerals position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 233 Compass Minerals shares in Q2 2020, an estimated $9K.
  • EPG Wealth Management first reported a position in Compass Minerals in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's Compass Minerals position peaked at $14K in Q4 2019.
  • 279 funds tracked by Wall St. Rank held Compass Minerals as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.