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Lee Financial’s Compass COMP Stock Holding History

Lee Financial’s Portfolio COMP Stock Details COMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-323
Closed -$3K – 795
2021
Q4 		$3K Hold
323
– – ﹤0.01% 658
2021
Q3 		$4K Hold
323
– – ﹤0.01% 507
2021
Q2 		$4K Buy
+323
New +$5.04K ﹤0.01% 478

Other funds holding COMP

SIAU
SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IVMX
Institutional Venture Management XV Menlo Park, California $75.5M AUM 16.43% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return
WM
Wishbone Management Chicago, Illinois $136M AUM 37.65% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TCMNY
Thrive Capital Management (New York) New York $344M AUM 25.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
Immersion Capital London, United Kingdom $87.4M AUM 12.04% 1-Year Est. Return

Lee Financial's COMP Position: Q1 2022 in Review

Lee Financial sold out of Compass (COMP) in Q1 2022, closing a stake of 323 shares — an estimated $3K sold.

Lee Financial first reported a position in COMP in Q2 2021 and held it in 3 quarters. The position peaked at $4K in Q3 2021. 129 funds tracked by Wall St. Rank hold COMP as of Q1 2022.

  • Lee Financial reported no remaining Compass position as of Q1 2022 after selling out during the quarter.
  • Lee Financial sold 323 Compass shares in Q1 2022, an estimated $3K.
  • Lee Financial first reported a position in Compass in Q2 2021 and held it in 3 quarters.
  • Lee Financial's Compass position peaked at $4K in Q3 2021.
  • 129 funds tracked by Wall St. Rank held Compass as of Q1 2022.

Based on Lee Financial's 13F filing for Q1 2022, filed 11 May 2022.