Legacy Financial Group (Iowa)
CMPS

Legacy Financial Group (Iowa)’s Compass Pathways CMPS Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio CMPS Stock Details CMPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-200
Closed -$1.48K – 117
2023
Q3 		$1.48K Buy
+200
New +$1.77K ﹤0.01% 485

Other funds holding CMPS

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AIM
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PBA
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VC
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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
ACM
Aisling Capital Management New York $476M AUM 128.63% 1-Year Est. Return
RA
Rosalind Advisors Toronto, Ontario, Canada $249M AUM 80.12% 1-Year Est. Return
AAA
Affinity Asset Advisors New York $1.94B AUM 374.45% 1-Year Est. Return

Legacy Financial Group (Iowa)'s CMPS Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Compass Pathways (CMPS) in Q4 2023, closing a stake of 200 shares — an estimated $1.48K sold.

Legacy Financial Group (Iowa) first reported a position in CMPS in Q3 2023 and held it in 1 quarter. The position peaked at $1.48K in Q3 2023. 126 funds tracked by Wall St. Rank hold CMPS as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Compass Pathways position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 200 Compass Pathways shares in Q4 2023, an estimated $1.48K.
  • Legacy Financial Group (Iowa) first reported a position in Compass Pathways in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Compass Pathways position peaked at $1.48K in Q3 2023.
  • 126 funds tracked by Wall St. Rank held Compass Pathways as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.