FGAM
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Financial Gravity Asset Management’s Compass COMP Stock Holding History

Financial Gravity Asset Management’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
2024
Q2 		– Sell
-25
Closed -$91 – 1482
2024
Q1 		$91 Buy
+25
New +$88 ﹤0.01% 973

Other funds holding COMP

SIAU
SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $5.1B AUM 214.22% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $29.1B AUM 43.86% 1-Year Est. Return
KWM
Kanen Wealth Management Coconut Creek, Florida $413M AUM 109.83% 1-Year Est. Return

Financial Gravity Asset Management's COMP Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Compass (COMP) in Q2 2024, closing a stake of 25 shares — an estimated $91 sold.

Financial Gravity Asset Management first reported a position in COMP in Q1 2024 and held it in 1 quarter. The position peaked at $91 in Q1 2024. 211 funds tracked by Wall St. Rank hold COMP as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining Compass position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 25 Compass shares in Q2 2024, an estimated $91.
  • Financial Gravity Asset Management first reported a position in Compass in Q1 2024 and held it in 1 quarter.
  • Financial Gravity Asset Management's Compass position peaked at $91 in Q1 2024.
  • 211 funds tracked by Wall St. Rank held Compass as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.