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Financial Advocates Investment Management’s Compass Diversified CODI Stock Holding History

Financial Advocates Investment Management’s Portfolio CODI Stock Details CODI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-3,814
Closed -$224K – 774
2021
Q3 		$224K Buy
+3,814
New +$105K 0.02% 678

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Royal Bank of Canada
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RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $2.01B AUM 31.39% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Financial Advocates Investment Management's CODI Position: Q4 2021 in Review

Financial Advocates Investment Management sold out of Compass Diversified (CODI) in Q4 2021, closing a stake of 3,814 shares — an estimated $224K sold.

Financial Advocates Investment Management first reported a position in CODI in Q3 2021 and held it in 1 quarter. The position peaked at $224K in Q3 2021. 192 funds tracked by Wall St. Rank hold CODI as of Q4 2021.

  • Financial Advocates Investment Management reported no remaining Compass Diversified position as of Q4 2021 after selling out during the quarter.
  • Financial Advocates Investment Management sold 3,814 Compass Diversified shares in Q4 2021, an estimated $224K.
  • Financial Advocates Investment Management first reported a position in Compass Diversified in Q3 2021 and held it in 1 quarter.
  • Financial Advocates Investment Management's Compass Diversified position peaked at $224K in Q3 2021.
  • 192 funds tracked by Wall St. Rank held Compass Diversified as of Q4 2021.

Based on Financial Advocates Investment Management's 13F filing for Q4 2021, filed 14 Feb 2022.