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JFS Wealth Advisors’s Compass Minerals CMP Stock Holding History

JFS Wealth Advisors’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
2024
Q1 		– Sell
-2
Closed -$51 – 2009
2023
Q4 		$51 Sell
2
-1
-33% -$26 ﹤0.01% 1976
2023
Q3 		$84 Sell
3
-15
-83% -$483 ﹤0.01% 1915
2023
Q2 		$612 Buy
18
+13
+260% +$431 ﹤0.01% 1723
2023
Q1 		$172 Sell
5
-18
-78% -$720 ﹤0.01% 1839
2022
Q4 		$943 Buy
23
+1
+5% +$41 ﹤0.01% 1618
2022
Q3 		$1K Buy
22
+10
+83% +$381 ﹤0.01% 1510
2022
Q2 		$0 Sell
12
-5
-29% -$247 ﹤0.01% 1775
2022
Q1 		$1K Buy
17
+10
+143% +$568 ﹤0.01% 1602
2021
Q4 		$0 Sell
7
-193
-97% -$11.8K ﹤0.01% 1734
2021
Q3 		$13K Hold
200
– – ﹤0.01% 601
2021
Q2 		$12K Buy
+200
New +$13.3K ﹤0.01% 422
2020
Q3 		– Sell
-9
Closed – – 564
2020
Q2 		$0 Sell
9
-10
-53% -$464 ﹤0.01% 533
2020
Q1 		$1K Buy
+19
New +$1.03K ﹤0.01% 467

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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SCP
SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

JFS Wealth Advisors's CMP Position: Q1 2024 in Review

JFS Wealth Advisors sold out of Compass Minerals (CMP) in Q1 2024, closing a stake of 2 shares — an estimated $51 sold.

JFS Wealth Advisors first reported a position in CMP in Q1 2020 and held it in 13 quarters. The position peaked at $13K in Q3 2021. 224 funds tracked by Wall St. Rank hold CMP as of Q1 2024.

  • JFS Wealth Advisors reported no remaining Compass Minerals position as of Q1 2024 after selling out during the quarter.
  • JFS Wealth Advisors sold 2 Compass Minerals shares in Q1 2024, an estimated $51.
  • JFS Wealth Advisors first reported a position in Compass Minerals in Q1 2020 and held it in 13 quarters.
  • JFS Wealth Advisors's Compass Minerals position peaked at $13K in Q3 2021.
  • 224 funds tracked by Wall St. Rank held Compass Minerals as of Q1 2024.

Based on JFS Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.