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Marks Group Wealth Management’s Compass Minerals CMP Stock Holding History

Marks Group 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
2022
Q3 		– Sell
-24,955
Closed -$883K – 270
2022
Q2 		$883K Buy
24,955
+6,462
+35% +$320K 0.13% 173
2022
Q1 		$1.16M Buy
18,493
+6,714
+57% +$381K 0.15% 152
2021
Q4 		$601K Buy
11,779
+3,497
+42% +$213K 0.07% 215
2021
Q3 		$539K Buy
8,282
+142
+2% +$9.34K 0.07% 198
2021
Q2 		$482K Buy
8,140
+500
+7% +$33.2K 0.07% 185
2021
Q1 		$485K Sell
7,640
-482
-6% -$30.8K 0.07% 177
2020
Q4 		$501K Sell
8,122
-2,414
-23% -$150K 0.08% 173
2020
Q3 		$625K Buy
10,536
+74
+0.7% +$4.08K 0.11% 156
2020
Q2 		$512K Buy
10,462
+897
+9% +$41.6K 0.1% 159
2020
Q1 		$366K Buy
9,565
+250
+3% +$13.6K 0.09% 167
2019
Q4 		$568K Buy
+9,315
New +$528K 0.11% 162

Other funds holding CMP

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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Marks Group Wealth Management's CMP Position: Q3 2022 in Review

Marks Group Wealth Management sold out of Compass Minerals (CMP) in Q3 2022, closing a stake of 24,955 shares — an estimated $883K sold.

Marks Group Wealth Management first reported a position in CMP in Q4 2019 and held it in 11 quarters. The position peaked at $1.16M in Q1 2022. 274 funds tracked by Wall St. Rank hold CMP as of Q3 2022.

  • Marks Group Wealth Management reported no remaining Compass Minerals position as of Q3 2022 after selling out during the quarter.
  • Marks Group Wealth Management sold 24,955 Compass Minerals shares in Q3 2022, an estimated $883K.
  • Marks Group Wealth Management first reported a position in Compass Minerals in Q4 2019 and held it in 11 quarters.
  • Marks Group Wealth Management's Compass Minerals position peaked at $1.16M in Q1 2022.
  • 274 funds tracked by Wall St. Rank held Compass Minerals as of Q3 2022.

Based on Marks Group Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.