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Milestone Wealth’s Compass Minerals CMP Stock Holding History

Milestone Wealth’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 		$4K Hold
92
– – ﹤0.01% 205
2022
Q2 		$3K Hold
92
– – ﹤0.01% 215
2022
Q1 		$5K Hold
92
– – ﹤0.01% 231
2021
Q4 		$5K Buy
+92
New +$5.61K ﹤0.01% 231

Other funds holding CMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.46B AUM 78.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Milestone Wealth's CMP Position: Q3 2022 in Review

Milestone Wealth held its Compass Minerals (CMP) position steady in Q3 2022 at 92 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #205.

Milestone Wealth first reported a position in CMP in Q4 2021 and has held it in 4 quarters since. The position peaked at $5K in Q1 2022. 273 funds tracked by Wall St. Rank hold CMP as of Q3 2022.

  • Milestone Wealth held 92 shares of Compass Minerals worth $4K as of Q3 2022.
  • Milestone Wealth left its Compass Minerals share count unchanged in Q3 2022.
  • Compass Minerals made up ﹤0.01% of Milestone Wealth's portfolio in Q3 2022, its #205 holding.
  • Milestone Wealth first reported a position in Compass Minerals in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Compass Minerals position peaked at $5K in Q1 2022.
  • 273 funds tracked by Wall St. Rank held Compass Minerals as of Q3 2022.

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