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Newbridge Financial Services Group’s Compass Minerals CMP Stock Holding History

Newbridge Financial Services Group’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
Q4 		– Sell
-70
Closed -$2.89K – 1460
2022
Q3 		$3K Hold
70
– – ﹤0.01% 1118
2022
Q2 		$2K Hold
70
– – ﹤0.01% 1160
2022
Q1 		$4K Hold
70
– – ﹤0.01% 1130
2021
Q4 		$4K Hold
70
– – ﹤0.01% 1108
2021
Q3 		$5K Hold
70
– – ﹤0.01% 1004
2021
Q2 		$4K Hold
70
– – ﹤0.01% 1151
2021
Q1 		$4K Hold
70
– – ﹤0.01% 1059
2020
Q4 		$4K Hold
70
– – ﹤0.01% 876
2020
Q3 		$4K Buy
+70
New +$3.86K ﹤0.01% 835

Other funds holding CMP

KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return
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
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
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Newbridge Financial Services Group's CMP Position: Q4 2022 in Review

Newbridge Financial Services Group sold out of Compass Minerals (CMP) in Q4 2022, closing a stake of 70 shares — an estimated $2.89K sold.

Newbridge Financial Services Group first reported a position in CMP in Q3 2020 and held it in 9 quarters. The position peaked at $5K in Q3 2021. 273 funds tracked by Wall St. Rank hold CMP as of Q4 2022.

  • Newbridge Financial Services Group reported no remaining Compass Minerals position as of Q4 2022 after selling out during the quarter.
  • Newbridge Financial Services Group sold 70 Compass Minerals shares in Q4 2022, an estimated $2.89K.
  • Newbridge Financial Services Group first reported a position in Compass Minerals in Q3 2020 and held it in 9 quarters.
  • Newbridge Financial Services Group's Compass Minerals position peaked at $5K in Q3 2021.
  • 273 funds tracked by Wall St. Rank held Compass Minerals as of Q4 2022.

Based on Newbridge Financial Services Group's 13F filing for Q4 2022, filed 17 Jan 2023.