EWA
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EverSource Wealth Advisors’s Compass COMP Stock Holding History

EverSource Wealth 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
2026
Q1 		$71.5K Buy
9,779
+8,529
+682% +$89.6K ﹤0.01% 1642
2025
Q4 		$13.2K Sell
1,250
-112
-8% -$1.02K ﹤0.01% 2657
2025
Q3 		$10.9K Buy
1,362
+25
+2% +$203 ﹤0.01% 2777
2025
Q2 		$8.4K Buy
1,337
+617
+86% +$4.23K ﹤0.01% 2922
2025
Q1 		$6.29K Buy
720
+497
+223% +$3.94K ﹤0.01% 2385
2024
Q4 		$1.3K Buy
+223
New +$1.41K ﹤0.01% 2882
2023
Q1 		– Sell
-1,248
Closed -$2.91K – 2413
2022
Q4 		$2.91K Buy
+1,248
New +$3.27K ﹤0.01% 1797

Other funds holding COMP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SIAU
SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $775M AUM 28.52% 1-Year Est. Return