Litman Gregory Wealth Management’s Compass Minerals CMP Stock Holding History

Litman Gregory Wealth Management’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
2021 Q2	–	Sell	-113	Closed	-$7K	–	90
2021 Q1	$7K	Hold	113	–	–	﹤0.01%	155
2020 Q4	$7K	Hold	113	–	–	﹤0.01%	156
2020 Q3	$7K	Hold	113	–	–	﹤0.01%	157
2020 Q2	$6K	Hold	113	–	–	﹤0.01%	141
2020 Q1	$4K	Hold	113	–	–	﹤0.01%	140
2019 Q4	$7K	Hold	113	–	–	﹤0.01%	158
2019 Q3	$6K	Hold	113	–	–	﹤0.01%	148
2019 Q2	$6K	Hold	113	–	–	﹤0.01%	164
2019 Q1	$6K	Hold	113	–	–	﹤0.01%	116
2018 Q4	$5K	Hold	113	–	–	﹤0.01%	128
2018 Q3	$8K	Hold	113	–	–	﹤0.01%	93
2018 Q2	$7K	Hold	113	–	–	﹤0.01%	80
2018 Q1	$7K	Hold	113	–	–	﹤0.01%	143
2017 Q4	$8	Hold	113	–	–	﹤0.01%	67
2017 Q3	$7K	Hold	113	–	–	﹤0.01%	69
2017 Q2	$7K	Buy	+113	New	+$7.52K	﹤0.01%	45

Other funds holding CMP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BCA

Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return

Litman Gregory Wealth Management's CMP Position: Q2 2021 in Review

Litman Gregory Wealth Management sold out of Compass Minerals (CMP) in Q2 2021, closing a stake of 113 shares — an estimated $7K sold.

Litman Gregory Wealth Management first reported a position in CMP in Q2 2017 and held it in 16 quarters. The position peaked at $8K in Q3 2018. 289 funds tracked by Wall St. Rank hold CMP as of Q2 2021.

Litman Gregory Wealth Management reported no remaining Compass Minerals position as of Q2 2021 after selling out during the quarter.
Litman Gregory Wealth Management sold 113 Compass Minerals shares in Q2 2021, an estimated $7K.
Litman Gregory Wealth Management first reported a position in Compass Minerals in Q2 2017 and held it in 16 quarters.
Litman Gregory Wealth Management's Compass Minerals position peaked at $8K in Q3 2018.
289 funds tracked by Wall St. Rank held Compass Minerals as of Q2 2021.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2021, filed 27 Jul 2021.