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Intrua Financial’s Compass Minerals CMP Stock Holding History

Intrua Financial’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 		– Sell
-6,403
Closed -$247K – 332
2022
Q3 		$247K Sell
6,403
-14
-0.2% -$534 0.07% 261
2022
Q2 		$227K Sell
6,417
-275
-4% -$13.6K 0.05% 326
2022
Q1 		$420K Sell
6,692
-65
-1% -$3.69K 0.08% 253
2021
Q4 		$345K Sell
6,757
-375
-5% -$22.9K 0.06% 281
2021
Q3 		$474K Buy
+7,132
New +$469K 0.09% 220

Other funds holding CMP

KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return
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
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
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

Intrua Financial's CMP Position: Q4 2022 in Review

Intrua Financial sold out of Compass Minerals (CMP) in Q4 2022, closing a stake of 6,403 shares — an estimated $247K sold.

Intrua Financial first reported a position in CMP in Q3 2021 and held it in 5 quarters. The position peaked at $474K in Q3 2021. 273 funds tracked by Wall St. Rank hold CMP as of Q4 2022.

  • Intrua Financial reported no remaining Compass Minerals position as of Q4 2022 after selling out during the quarter.
  • Intrua Financial sold 6,403 Compass Minerals shares in Q4 2022, an estimated $247K.
  • Intrua Financial first reported a position in Compass Minerals in Q3 2021 and held it in 5 quarters.
  • Intrua Financial's Compass Minerals position peaked at $474K in Q3 2021.
  • 273 funds tracked by Wall St. Rank held Compass Minerals as of Q4 2022.

Based on Intrua Financial's 13F filing for Q4 2022, filed 20 Jan 2023.