GI
CMPS

Gradient Investments’s Compass Pathways CMPS Stock Holding History

Gradient Investments’s Portfolio CMPS Stock Details CMPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-100
Closed -$875 – 1348
2023
Q4 		$875 Hold
100
– – ﹤0.01% 1464
2023
Q3 		$740 Hold
100
– – ﹤0.01% 1463
2023
Q2 		$828 Hold
100
– – ﹤0.01% 1416
2023
Q1 		$993 Hold
100
– – ﹤0.01% 1208
2022
Q4 		$803 Buy
+100
New +$1K ﹤0.01% 1235

Other funds holding CMPS

TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PBA
Paradigm Biocapital Advisors New York $4.89B AUM 251.12% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
PHS
PFM Health Sciences San Francisco, California $1.1B AUM 57.92% 1-Year Est. Return
AAA
Affinity Asset Advisors New York $1.94B AUM 374.45% 1-Year Est. Return
ACM
Aisling Capital Management New York $476M AUM 128.63% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return

Gradient Investments's CMPS Position: Q1 2024 in Review

Gradient Investments sold out of Compass Pathways (CMPS) in Q1 2024, closing a stake of 100 shares — an estimated $875 sold.

Gradient Investments first reported a position in CMPS in Q4 2022 and held it in 5 quarters. The position peaked at $993 in Q1 2023. 116 funds tracked by Wall St. Rank hold CMPS as of Q1 2024.

  • Gradient Investments reported no remaining Compass Pathways position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 100 Compass Pathways shares in Q1 2024, an estimated $875.
  • Gradient Investments first reported a position in Compass Pathways in Q4 2022 and held it in 5 quarters.
  • Gradient Investments's Compass Pathways position peaked at $993 in Q1 2023.
  • 116 funds tracked by Wall St. Rank held Compass Pathways as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.