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Howard Wealth Management’s Compass Diversified CODI Stock Holding History

Howard Wealth Management’s Portfolio CODI Stock Details CODI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-2,615
Closed -$65K – 171
2019
Q4 		$65K Buy
+2,615
New +$57.7K 0.05% 174

Other funds holding CODI

Royal Bank of Canada
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Howard Wealth Management's CODI Position: Q1 2020 in Review

Howard Wealth Management sold out of Compass Diversified (CODI) in Q1 2020, closing a stake of 2,615 shares — an estimated $65K sold.

Howard Wealth Management first reported a position in CODI in Q4 2019 and held it in 1 quarter. The position peaked at $65K in Q4 2019. 145 funds tracked by Wall St. Rank hold CODI as of Q1 2020.

  • Howard Wealth Management reported no remaining Compass Diversified position as of Q1 2020 after selling out during the quarter.
  • Howard Wealth Management sold 2,615 Compass Diversified shares in Q1 2020, an estimated $65K.
  • Howard Wealth Management first reported a position in Compass Diversified in Q4 2019 and held it in 1 quarter.
  • Howard Wealth Management's Compass Diversified position peaked at $65K in Q4 2019.
  • 145 funds tracked by Wall St. Rank held Compass Diversified as of Q1 2020.

Based on Howard Wealth Management's 13F filing for Q1 2020, filed 4 May 2020.