Financial Architects (New Jersey)’s Compass Minerals CMP Stock Holding History

Financial Architects (New Jersey)’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 Q3	–	Sell	-150	Closed	-$7K	–	362
2020 Q2	$7K	Hold	150	–	–	﹤0.01%	684
2020 Q1	$6K	Hold	150	–	–	﹤0.01%	678
2019 Q4	$9K	Hold	150	–	–	﹤0.01%	685
2019 Q3	$8K	Hold	150	–	–	﹤0.01%	753
2019 Q2	$8K	Hold	150	–	–	﹤0.01%	922
2019 Q1	$8K	Buy	+150	New	+$7.59K	﹤0.01%	1134

Other funds holding CMP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BCA

Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Architects (New Jersey)'s CMP Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Compass Minerals (CMP) in Q3 2020, closing a stake of 150 shares — an estimated $7K sold.

Financial Architects (New Jersey) first reported a position in CMP in Q1 2019 and held it in 6 quarters. The position peaked at $9K in Q4 2019. 280 funds tracked by Wall St. Rank hold CMP as of Q3 2020.

Financial Architects (New Jersey) reported no remaining Compass Minerals position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 150 Compass Minerals shares in Q3 2020, an estimated $7K.
Financial Architects (New Jersey) first reported a position in Compass Minerals in Q1 2019 and held it in 6 quarters.
Financial Architects (New Jersey)'s Compass Minerals position peaked at $9K in Q4 2019.
280 funds tracked by Wall St. Rank held Compass Minerals as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.