JNBA Financial Advisors’s Compass Minerals CMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-127
| Closed | -$5.21K | – | 725 |
|
|
2022
Q4 | $5.21K | Hold |
127
| – | – | ﹤0.01% | 515 |
|
|
2022
Q3 | $5K | Hold |
127
| – | – | ﹤0.01% | 523 |
|
|
2022
Q2 | $4K | Hold |
127
| – | – | ﹤0.01% | 576 |
|
|
2022
Q1 | $8K | Hold |
127
| – | – | ﹤0.01% | 510 |
|
|
2021
Q4 | $6K | Hold |
127
| – | – | ﹤0.01% | 576 |
|
|
2021
Q3 | $8K | Hold |
127
| – | – | ﹤0.01% | 537 |
|
|
2021
Q2 | $8K | Hold |
127
| – | – | ﹤0.01% | 505 |
|
|
2021
Q1 | $8K | Hold |
127
| – | – | ﹤0.01% | 488 |
|
|
2020
Q4 | $8K | Hold |
127
| – | – | ﹤0.01% | 456 |
|
|
2020
Q3 | $8K | Hold |
127
| – | – | ﹤0.01% | 434 |
|
|
2020
Q2 | $6K | Hold |
127
| – | – | ﹤0.01% | 440 |
|
|
2020
Q1 | $5K | Hold |
127
| – | – | ﹤0.01% | 440 |
|
|
2019
Q4 | $8K | Hold |
127
| – | – | ﹤0.01% | 455 |
|
|
2019
Q3 | $7K | Hold |
127
| – | – | ﹤0.01% | 443 |
|
|
2019
Q2 | $7K | Sell |
127
-400
| -76% | -$22.1K | ﹤0.01% | 469 |
|
|
2019
Q1 | $29K | Hold |
527
| – | – | 0.01% | 286 |
|
|
2018
Q4 | $22K | Buy |
+527
| New | +$27.8K | 0.01% | 287 |
|
|
2018
Q3 | – | Sell |
-1,577
| Closed | -$104K | – | 527 |
|
|
2018
Q2 | $104K | Sell |
1,577
-200
| -11% | -$13.3K | 0.02% | 172 |
|
|
2018
Q1 | $107K | Hold |
1,777
| – | – | 0.02% | 162 |
|
|
2017
Q4 | $128K | Hold |
1,777
| – | – | 0.03% | 155 |
|
|
2017
Q3 | $115K | Hold |
1,777
| – | – | 0.03% | 153 |
|
|
2017
Q2 | $116K | Buy |
1,777
+1,200
| +208% | +$79.9K | 0.03% | 156 |
|
|
2017
Q1 | $39K | Hold |
577
| – | – | 0.01% | 223 |
|
|
2016
Q4 | $45K | Buy |
577
+211
| +58% | +$16K | 0.01% | 214 |
|
|
2016
Q3 | $27K | Buy |
366
+89
| +32% | +$6.45K | ﹤0.01% | 711 |
|
|
2016
Q2 | $21K | Hold |
277
| – | – | 0.01% | 284 |
|
|
2016
Q1 | $20K | Hold |
277
| – | – | 0.01% | 285 |
|
|
2015
Q4 | $21K | Hold |
277
| – | – | 0.01% | 281 |
|
|
2015
Q3 | $22K | Hold |
277
| – | – | 0.01% | 271 |
|
|
2015
Q2 | $23K | Hold |
277
| – | – | 0.01% | 265 |
|
|
2015
Q1 | $26K | Hold |
277
| – | – | 0.01% | 256 |
|
|
2014
Q4 | $24K | Hold |
277
| – | – | 0.01% | 271 |
|
|
2014
Q3 | $23K | Hold |
277
| – | – | 0.01% | 273 |
|
|
2014
Q2 | $27K | Hold |
277
| – | – | 0.01% | 234 |
|
|
2014
Q1 | $23K | Hold |
277
| – | – | 0.01% | 239 |
|
|
2013
Q4 | $22K | Hold |
277
| – | – | 0.01% | 239 |
|
|
2013
Q3 | $21K | Hold |
277
| – | – | 0.01% | 232 |
|
|
2013
Q2 | $23K | Buy |
+277
| New | +$23.4K | 0.02% | 194 |
|
Other funds holding CMP
KI
SBH
SCM
HP
JNBA Financial Advisors's CMP Position: Q1 2023 in Review
JNBA Financial Advisors sold out of Compass Minerals (CMP) in Q1 2023, closing a stake of 127 shares — an estimated $5.21K sold.
JNBA Financial Advisors first reported a position in CMP in Q2 2013 and held it in 38 quarters. The position peaked at $128K in Q4 2017. 261 funds tracked by Wall St. Rank hold CMP as of Q1 2023.
- JNBA Financial Advisors reported no remaining Compass Minerals position as of Q1 2023 after selling out during the quarter.
- JNBA Financial Advisors sold 127 Compass Minerals shares in Q1 2023, an estimated $5.21K.
- JNBA Financial Advisors first reported a position in Compass Minerals in Q2 2013 and held it in 38 quarters.
- JNBA Financial Advisors's Compass Minerals position peaked at $128K in Q4 2017.
- 261 funds tracked by Wall St. Rank held Compass Minerals as of Q1 2023.
Based on JNBA Financial Advisors's 13F filing for Q1 2023, filed 2 May 2023.