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Pathstone Family Office’s Compass Minerals CMP Stock Holding History

Pathstone Family Office’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
Q1 		– Sell
-4,289
Closed -$219K – 979
2021
Q4 		$219K Buy
+4,289
New +$262K 0.01% 814
2020
Q3 		– Sell
-2,250
Closed -$110K – 823
2020
Q2 		$110K Hold
2,250
– – 0.01% 219
2020
Q1 		$87K Buy
+2,250
New +$123K 0.01% 239
2014
Q1 		– Sell
-630
Closed -$50K – 195
2013
Q4 		$50K Buy
+630
New +$47.2K 0.11% 53
2013
Q3 		– Sell
-500
Closed -$42K – 322
2013
Q2 		$42K Buy
+500
New +$42.2K 0.05% 127

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pathstone Family Office's CMP Position: Q1 2022 in Review

Pathstone Family Office sold out of Compass Minerals (CMP) in Q1 2022, closing a stake of 4,289 shares — an estimated $219K sold.

Pathstone Family Office first reported a position in CMP in Q2 2013 and held it in 5 quarters. The position peaked at $219K in Q4 2021. 298 funds tracked by Wall St. Rank hold CMP as of Q1 2022.

  • Pathstone Family Office reported no remaining Compass Minerals position as of Q1 2022 after selling out during the quarter.
  • Pathstone Family Office sold 4,289 Compass Minerals shares in Q1 2022, an estimated $219K.
  • Pathstone Family Office first reported a position in Compass Minerals in Q2 2013 and held it in 5 quarters.
  • Pathstone Family Office's Compass Minerals position peaked at $219K in Q4 2021.
  • 298 funds tracked by Wall St. Rank held Compass Minerals as of Q1 2022.

Based on Pathstone Family Office's 13F filing for Q1 2022, filed 16 May 2022.