IAA
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Independent Advisor Alliance’s Compass Minerals CMP Stock Holding History

Independent Advisor Alliance’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
-43,253
Closed -$2.72M – 638
2022
Q1 		$2.72M Buy
43,253
+1,488
+4% +$84.5K 0.13% 141
2021
Q4 		$2.13M Buy
41,765
+8,921
+27% +$544K 0.11% 156
2021
Q3 		$2.12M Buy
+32,844
New +$2.16M 0.12% 156
2021
Q2 		– Sell
-3,382
Closed -$212K – 625
2021
Q1 		$212K Sell
3,382
-1,033
-23% -$66.1K 0.01% 552
2020
Q4 		$272K Sell
4,415
-488
-10% -$30.2K 0.02% 447
2020
Q3 		$291K Sell
4,903
-124
-2% -$6.83K 0.02% 392
2020
Q2 		$245K Sell
5,027
-293
-6% -$13.6K 0.03% 393
2020
Q1 		$205K Buy
5,320
+2,016
+61% +$110K 0.03% 358
2019
Q4 		$201K Sell
3,304
-557
-14% -$31.6K 0.01% 821
2019
Q3 		$218K Buy
+3,861
New +$207K 0.03% 403

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

Independent Advisor Alliance's CMP Position: Q2 2022 in Review

Independent Advisor Alliance sold out of Compass Minerals (CMP) in Q2 2022, closing a stake of 43,253 shares — an estimated $2.72M sold.

Independent Advisor Alliance first reported a position in CMP in Q3 2019 and held it in 10 quarters. The position peaked at $2.72M in Q1 2022. 274 funds tracked by Wall St. Rank hold CMP as of Q2 2022.

  • Independent Advisor Alliance reported no remaining Compass Minerals position as of Q2 2022 after selling out during the quarter.
  • Independent Advisor Alliance sold 43,253 Compass Minerals shares in Q2 2022, an estimated $2.72M.
  • Independent Advisor Alliance first reported a position in Compass Minerals in Q3 2019 and held it in 10 quarters.
  • Independent Advisor Alliance's Compass Minerals position peaked at $2.72M in Q1 2022.
  • 274 funds tracked by Wall St. Rank held Compass Minerals as of Q2 2022.

Based on Independent Advisor Alliance's 13F filing for Q2 2022, filed 4 Aug 2022.