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Forvis Mazars Wealth Advisors’s Compass Minerals CMP Stock Holding History

Forvis Mazars Wealth 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
-7,482
Closed -$209K – 387
2023
Q3 		$209K Buy
7,482
+42
+0.6% +$1.35K 0.01% 372
2023
Q2 		$253K Buy
7,440
+31
+0.4% +$1.03K 0.01% 373
2023
Q1 		$254K Buy
7,409
+34
+0.5% +$1.36K 0.01% 362
2022
Q4 		$302K Buy
7,375
+27
+0.4% +$1.12K 0.01% 324
2022
Q3 		$283K Buy
7,348
+28
+0.4% +$1.07K 0.01% 325
2022
Q2 		$259K Buy
+7,320
New +$362K 0.01% 343

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

Forvis Mazars Wealth Advisors's CMP Position: Q4 2023 in Review

Forvis Mazars Wealth Advisors sold out of Compass Minerals (CMP) in Q4 2023, closing a stake of 7,482 shares — an estimated $209K sold.

Forvis Mazars Wealth Advisors first reported a position in CMP in Q2 2022 and held it in 6 quarters. The position peaked at $302K in Q4 2022. 235 funds tracked by Wall St. Rank hold CMP as of Q4 2023.

  • Forvis Mazars Wealth Advisors reported no remaining Compass Minerals position as of Q4 2023 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 7,482 Compass Minerals shares in Q4 2023, an estimated $209K.
  • Forvis Mazars Wealth Advisors first reported a position in Compass Minerals in Q2 2022 and held it in 6 quarters.
  • Forvis Mazars Wealth Advisors's Compass Minerals position peaked at $302K in Q4 2022.
  • 235 funds tracked by Wall St. Rank held Compass Minerals as of Q4 2023.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q4 2023, filed 11 Jan 2024.