Nauset Wealth Management’s Compass Diversified CODI Stock Holding History

Nauset Wealth Management’s Portfolio CODI Stock Details CODI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$38K	Buy	+1,596	New	+$39.9K	0.03%	136

Other funds holding CODI

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

EFS

Essex Financial Services Essex, Connecticut $2.01B AUM 31.39% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Nauset Wealth Management's CODI Position: Q1 2022 in Review

Nauset Wealth Management opened a new position in Compass Diversified (CODI) in Q1 2022: 1,596 shares worth $38K. The stake represents 0.03% of the portfolio and ranks #136 among its holdings.

179 funds tracked by Wall St. Rank hold CODI as of Q1 2022.

Nauset Wealth Management held 1,596 shares of Compass Diversified worth $38K as of Q1 2022.
Compass Diversified was a new Nauset Wealth Management position in Q1 2022.
Compass Diversified made up 0.03% of Nauset Wealth Management's portfolio in Q1 2022, its #136 holding.
179 funds tracked by Wall St. Rank held Compass Diversified as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.