IA
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IFP Advisors’s Compass COMP Stock Holding History

IFP Advisors’s Portfolio COMP Stock Details COMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.17K Buy
844
+430
+104% +$4.52K ﹤0.01% 3407
2025
Q4 		$4.38K Sell
414
-2
-0.5% -$18 ﹤0.01% 3479
2025
Q3 		$3.34K Buy
416
+38
+10% +$308 ﹤0.01% 3463
2025
Q2 		$2.74K Buy
+378
New +$2.59K ﹤0.01% 3741
2025
Q1 		– Sell
-45
Closed -$263 – 4396
2024
Q4 		$263 Buy
+45
New +$285 ﹤0.01% 3611
2022
Q4 		– Sell
-195
Closed -$4K – 4640
2022
Q3 		$4K Hold
195
– – ﹤0.01% 4108
2022
Q2 		$4K Hold
195
– – ﹤0.01% 3870
2022
Q1 		$4K Sell
195
-1,491
-88% -$11.7K ﹤0.01% 3870
2021
Q4 		$17K Buy
+1,686
New +$18.5K ﹤0.01% 2009

Other funds holding COMP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SIAU
SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $775M AUM 28.52% 1-Year Est. Return