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Next Financial Group’s Compass Minerals CMP Stock Holding History

Next Financial 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
2021
Q4 		$72K Buy
1,409
+52
+4% +$3.17K ﹤0.01% 1313
2021
Q3 		$88K Hold
1,357
– – 0.01% 1168
2021
Q2 		$80K Hold
1,357
– – 0.01% 1212
2021
Q1 		$86K Hold
1,357
– – 0.01% 1081
2020
Q4 		$84K Hold
1,357
– – 0.01% 1012
2020
Q3 		$80K Buy
+1,357
New +$74.8K 0.01% 945
2020
Q2 		– Sell
-1,325
Closed -$51K – 830
2020
Q1 		$51K Sell
1,325
-550
-29% -$30K 0.01% 988
2019
Q4 		$115K Sell
1,875
-150
-7% -$8.51K 0.01% 890
2019
Q3 		$114K Sell
2,025
-32
-2% -$1.72K 0.01% 862
2019
Q2 		$113K Buy
2,057
+200
+11% +$11.1K 0.01% 867
2019
Q1 		$101K Sell
1,857
-97
-5% -$4.91K 0.03% 530
2018
Q4 		$81K Sell
1,954
-596
-23% -$31.4K 0.02% 651
2018
Q3 		$171K Buy
+2,550
New +$166K 0.08% 231
2017
Q4 		– Sell
-4,773
Closed -$318K – 456
2017
Q3 		$318K Sell
4,773
-780
-14% -$52.1K 0.09% 232
2017
Q2 		$363K Buy
5,553
+2,887
+108% +$192K 0.09% 236
2017
Q1 		$176K Buy
2,666
+1,466
+122% +$112K 0.05% 339
2016
Q4 		$94K Hold
1,200
– – 0.02% 707
2016
Q3 		$88K Buy
1,200
+850
+243% +$61.6K 0.02% 719
2016
Q2 		$25K Sell
350
-100
-22% -$7.57K 0.01% 879
2016
Q1 		$31K Hold
450
– – 0.01% 770
2015
Q4 		$33K Hold
450
– – 0.01% 751
2015
Q3 		$35K Buy
450
+250
+125% +$20.5K 0.01% 757
2015
Q2 		$16K Buy
200
+100
+100% +$8.81K 0.01% 1079
2015
Q1 		$9K Hold
100
– – ﹤0.01% 1273
2014
Q4 		$9K Hold
100
– – ﹤0.01% 1276
2014
Q3 		$8K Hold
100
– – ﹤0.01% 1860
2014
Q2 		$9K Buy
+100
New +$9.02K ﹤0.01% 803

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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

Next Financial Group's CMP Position: Q4 2021 in Review

Next Financial Group increased its Compass Minerals (CMP) stake by 3.8% in Q4 2021, buying an estimated $3.17K and bringing the position to 1,409 shares worth $72K. The position accounts for ﹤0.01% of the portfolio, ranked #1313.

Next Financial Group first reported a position in CMP in Q2 2014 and has held it in 27 quarters since. The position peaked at $363K in Q2 2017. 297 funds tracked by Wall St. Rank hold CMP as of Q4 2021.

  • Next Financial Group held 1,409 shares of Compass Minerals worth $72K as of Q4 2021.
  • Next Financial Group bought 52 Compass Minerals shares in Q4 2021, an estimated $3.17K.
  • Compass Minerals made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1313 holding.
  • Next Financial Group first reported a position in Compass Minerals in Q2 2014 and has held it in 27 quarters since.
  • Next Financial Group's Compass Minerals position peaked at $363K in Q2 2017.
  • 297 funds tracked by Wall St. Rank held Compass Minerals as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.