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Foundations Investment Advisors’s Compass Minerals CMP Stock Holding History

Foundations Investment 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
Q2 		– Sell
-7,280
Closed -$250K – 579
2023
Q1 		$250K Buy
7,280
+981
+16% +$39.2K 0.01% 432
2022
Q4 		$258K Buy
+6,299
New +$260K 0.01% 368
2018
Q3 		– Sell
-3,698
Closed -$243K – 101
2018
Q2 		$243K Buy
+3,698
New +$246K 0.06% 79

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
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Foundations Investment Advisors's CMP Position: Q2 2023 in Review

Foundations Investment Advisors sold out of Compass Minerals (CMP) in Q2 2023, closing a stake of 7,280 shares — an estimated $250K sold.

Foundations Investment Advisors first reported a position in CMP in Q2 2018 and held it in 3 quarters. The position peaked at $258K in Q4 2022. 250 funds tracked by Wall St. Rank hold CMP as of Q2 2023.

  • Foundations Investment Advisors reported no remaining Compass Minerals position as of Q2 2023 after selling out during the quarter.
  • Foundations Investment Advisors sold 7,280 Compass Minerals shares in Q2 2023, an estimated $250K.
  • Foundations Investment Advisors first reported a position in Compass Minerals in Q2 2018 and held it in 3 quarters.
  • Foundations Investment Advisors's Compass Minerals position peaked at $258K in Q4 2022.
  • 250 funds tracked by Wall St. Rank held Compass Minerals as of Q2 2023.

Based on Foundations Investment Advisors's 13F filing for Q2 2023, filed 19 Jul 2023.