IA
CMP icon

IFG Advisory’s Compass Minerals CMP Stock Holding History

IFG Advisory’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
Q2 		– Sell
-3,408
Closed -$213K – 474
2022
Q1 		$213K Buy
+3,408
New +$194K 0.02% 463
2021
Q4 		– Sell
-6,754
Closed -$434K – 501
2021
Q3 		$434K Buy
6,754
+23
+0.3% +$1.51K 0.05% 324
2021
Q2 		$398K Sell
6,731
-60
-0.9% -$3.98K 0.04% 337
2021
Q1 		$425K Buy
6,791
+86
+1% +$5.5K 0.05% 330
2020
Q4 		$413K Sell
6,705
-327
-5% -$20.3K 0.06% 296
2020
Q3 		$417K Buy
7,032
+21
+0.3% +$1.16K 0.07% 261
2020
Q2 		$341K Sell
7,011
-469
-6% -$21.8K 0.06% 282
2020
Q1 		$287K Sell
7,480
-528
-7% -$28.8K 0.06% 274
2019
Q4 		$488K Sell
8,008
-416
-5% -$23.6K 0.09% 239
2019
Q3 		$475K Buy
8,424
+328
+4% +$17.6K 0.09% 240
2019
Q2 		$444K Sell
8,096
-217
-3% -$12K 0.08% 217
2019
Q1 		$451K Buy
8,313
+181
+2% +$9.16K 0.09% 213
2018
Q4 		$339K Sell
8,132
-373
-4% -$19.6K 0.08% 231
2018
Q3 		$571K Buy
8,505
+441
+5% +$28.8K 0.11% 187
2018
Q2 		$530K Buy
8,064
+325
+4% +$21.6K 0.11% 181
2018
Q1 		$466K Buy
7,739
+1,414
+22% +$95K 0.1% 190
2017
Q4 		$457K Buy
+6,325
New +$426K 0.1% 191

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
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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
BCA
Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

IFG Advisory's CMP Position: Q2 2022 in Review

IFG Advisory sold out of Compass Minerals (CMP) in Q2 2022, closing a stake of 3,408 shares — an estimated $213K sold.

IFG Advisory first reported a position in CMP in Q4 2017 and held it in 17 quarters. The position peaked at $571K in Q3 2018. 274 funds tracked by Wall St. Rank hold CMP as of Q2 2022.

  • IFG Advisory reported no remaining Compass Minerals position as of Q2 2022 after selling out during the quarter.
  • IFG Advisory sold 3,408 Compass Minerals shares in Q2 2022, an estimated $213K.
  • IFG Advisory first reported a position in Compass Minerals in Q4 2017 and held it in 17 quarters.
  • IFG Advisory's Compass Minerals position peaked at $571K in Q3 2018.
  • 274 funds tracked by Wall St. Rank held Compass Minerals as of Q2 2022.

Based on IFG Advisory's 13F filing for Q2 2022, filed 4 Aug 2022.