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First Foundation Advisors’s Compass Minerals CMP Stock Holding History

First Foundation Advisors’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
2023
Q4 		– Sell
-48,101
Closed -$1.34M – 437
2023
Q3 		$1.34M Buy
+48,101
New +$1.55M 0.06% 159
2022
Q4 		– Sell
-18,764
Closed -$722K – 403
2022
Q3 		$722K Sell
18,764
-7,262
-28% -$277K 0.04% 196
2022
Q2 		$921K Buy
+26,026
New +$1.29M 0.04% 180
2022
Q1 		– Sell
-35,146
Closed -$1.79M – 432
2021
Q4 		$1.79M Buy
35,146
+19,592
+126% +$1.19M 0.06% 149
2021
Q3 		$1M Buy
15,554
+7,015
+82% +$461K 0.04% 197
2021
Q2 		$506K Buy
+8,539
New +$567K 0.02% 283
2019
Q4 		– Sell
-5,101
Closed -$288K – 354
2019
Q3 		$288K Buy
+5,101
New +$274K 0.02% 291
2017
Q3 		– Sell
-5,745
Closed -$375K – 315
2017
Q2 		$375K Buy
+5,745
New +$382K 0.02% 229
2014
Q2 		– Sell
-5,856
Closed -$483K – 246
2014
Q1 		$483K Buy
5,856
+1,714
+41% +$142K 0.06% 109
2013
Q4 		$332K Buy
+4,142
New +$310K 0.04% 138

Other funds holding CMP

KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Foundation Advisors's CMP Position: Q4 2023 in Review

First Foundation Advisors sold out of Compass Minerals (CMP) in Q4 2023, closing a stake of 48,101 shares — an estimated $1.34M sold.

First Foundation Advisors first reported a position in CMP in Q4 2013 and held it in 10 quarters. The position peaked at $1.79M in Q4 2021. 235 funds tracked by Wall St. Rank hold CMP as of Q4 2023.

  • First Foundation Advisors reported no remaining Compass Minerals position as of Q4 2023 after selling out during the quarter.
  • First Foundation Advisors sold 48,101 Compass Minerals shares in Q4 2023, an estimated $1.34M.
  • First Foundation Advisors first reported a position in Compass Minerals in Q4 2013 and held it in 10 quarters.
  • First Foundation Advisors's Compass Minerals position peaked at $1.79M in Q4 2021.
  • 235 funds tracked by Wall St. Rank held Compass Minerals as of Q4 2023.

Based on First Foundation Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.