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Harvest Group Wealth Management’s Compass Minerals CMP Stock Holding History

Harvest Group Wealth Management’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
2021
Q1 		– Sell
-5
Closed – – 163
2020
Q4 		$0 Hold
5
– – ﹤0.01% 671
2020
Q3 		$0 Hold
5
– – ﹤0.01% 617
2020
Q2 		$0 Buy
5
+1
+25% +$46 ﹤0.01% 540
2020
Q1 		$0 Sell
4
-23
-85% -$1.25K ﹤0.01% 575
2019
Q4 		$1K Hold
27
– – ﹤0.01% 738
2019
Q3 		$2K Hold
27
– – ﹤0.01% 663
2019
Q2 		$1K Hold
27
– – ﹤0.01% 682
2019
Q1 		$1K Buy
+27
New +$1.37K ﹤0.01% 748

Other funds holding CMP

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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return

Harvest Group Wealth Management's CMP Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Compass Minerals (CMP) in Q1 2021, closing a stake of 5 shares.

Harvest Group Wealth Management first reported a position in CMP in Q1 2019 and held it in 8 quarters. The position peaked at $2K in Q3 2019. 281 funds tracked by Wall St. Rank hold CMP as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Compass Minerals position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 5 Compass Minerals shares in Q1 2021.
  • Harvest Group Wealth Management first reported a position in Compass Minerals in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's Compass Minerals position peaked at $2K in Q3 2019.
  • 281 funds tracked by Wall St. Rank held Compass Minerals as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.