KA
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Kovack Advisors’s Compass Minerals CMP Stock Holding History

Kovack 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
2022
Q4 		– Sell
-13,186
Closed -$508K – 587
2022
Q3 		$508K Hold
13,186
– – 0.07% 276
2022
Q2 		$467K Sell
13,186
-70
-0.5% -$3.46K 0.06% 331
2022
Q1 		$832K Sell
13,256
-290
-2% -$16.5K 0.09% 258
2021
Q4 		$692K Sell
13,546
-10
-0.1% -$610 0.07% 308
2021
Q3 		$873K Buy
13,556
+1
+0% +$66 0.09% 245
2021
Q2 		$803K Sell
13,555
-229
-2% -$15.2K 0.09% 240
2021
Q1 		$865K Sell
13,784
-1,123
-8% -$71.9K 0.11% 202
2020
Q4 		$920K Buy
14,907
+1
+0% +$62 0.13% 171
2020
Q3 		$885K Buy
+14,906
New +$821K 0.16% 153
2020
Q1 		– Sell
-18,148
Closed -$1.11M – 483
2019
Q4 		$1.11M Sell
18,148
-3,423
-16% -$194K 0.2% 124
2019
Q3 		$1.22M Buy
21,571
+9,933
+85% +$533K 0.25% 93
2019
Q2 		$639K Buy
11,638
+612
+6% +$33.8K 0.15% 168
2019
Q1 		$599K Hold
11,026
– – 0.15% 165
2018
Q4 		$460K Sell
11,026
-202
-2% -$10.6K 0.13% 181
2018
Q3 		$755K Buy
11,228
+1,243
+12% +$81K 0.19% 130
2018
Q2 		$657K Buy
9,985
+977
+11% +$65K 0.18% 144
2018
Q1 		$543K Buy
9,008
+3,479
+63% +$234K 0.14% 178
2017
Q4 		$399K Sell
5,529
-27
-0.5% -$1.82K 0.1% 231
2017
Q3 		$361K Buy
5,556
+47
+0.9% +$3.14K 0.12% 202
2017
Q2 		$360K Buy
+5,509
New +$367K 0.11% 207

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

Kovack Advisors's CMP Position: Q4 2022 in Review

Kovack Advisors sold out of Compass Minerals (CMP) in Q4 2022, closing a stake of 13,186 shares — an estimated $508K sold.

Kovack Advisors first reported a position in CMP in Q2 2017 and held it in 20 quarters. The position peaked at $1.22M in Q3 2019. 273 funds tracked by Wall St. Rank hold CMP as of Q4 2022.

  • Kovack Advisors reported no remaining Compass Minerals position as of Q4 2022 after selling out during the quarter.
  • Kovack Advisors sold 13,186 Compass Minerals shares in Q4 2022, an estimated $508K.
  • Kovack Advisors first reported a position in Compass Minerals in Q2 2017 and held it in 20 quarters.
  • Kovack Advisors's Compass Minerals position peaked at $1.22M in Q3 2019.
  • 273 funds tracked by Wall St. Rank held Compass Minerals as of Q4 2022.

Based on Kovack Advisors's 13F filing for Q4 2022, filed 22 Feb 2023.