Heritage Wealth Management (Arizona)’s Compass Minerals CMP Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$25.2K	Buy	+614	New	+$25.4K	﹤0.01%	623

Other funds holding CMP

Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s CMP Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) opened a new position in Compass Minerals (CMP) in Q4 2022: 614 shares worth $25.2K. The stake represents ﹤0.01% of the portfolio and ranks #623 among its holdings.

273 funds tracked by Wall St. Rank hold CMP as of Q4 2022.

Heritage Wealth Management (Arizona) held 614 shares of Compass Minerals worth $25.2K as of Q4 2022.
Compass Minerals was a new Heritage Wealth Management (Arizona) position in Q4 2022.
Compass Minerals made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #623 holding.
273 funds tracked by Wall St. Rank held Compass Minerals as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.