PCS
CMP icon

Personal CFO Solutions’s Compass Minerals CMP Stock Holding History

Personal CFO Solutions’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
-6,322
Closed -$244K – 464
2022
Q3 		$244K Buy
6,322
+381
+6% +$14.5K 0.06% 303
2022
Q2 		$210K Buy
5,941
+260
+5% +$12.9K 0.05% 381
2022
Q1 		$357K Buy
5,681
+579
+11% +$32.9K 0.07% 278
2021
Q4 		$261K Buy
5,102
+224
+5% +$13.7K 0.05% 364
2021
Q3 		$314K Buy
4,878
+81
+2% +$5.33K 0.06% 280
2021
Q2 		$284K Buy
4,797
+219
+5% +$14.5K 0.06% 303
2021
Q1 		$287K Hold
4,578
– – 0.06% 271
2020
Q4 		$283K Buy
4,578
+1,000
+28% +$62K 0.07% 257
2020
Q3 		$0 Buy
+3,578
New +$197K ﹤0.01% 174

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

Personal CFO Solutions's CMP Position: Q4 2022 in Review

Personal CFO Solutions sold out of Compass Minerals (CMP) in Q4 2022, closing a stake of 6,322 shares — an estimated $244K sold.

Personal CFO Solutions first reported a position in CMP in Q3 2020 and held it in 9 quarters. The position peaked at $357K in Q1 2022. 273 funds tracked by Wall St. Rank hold CMP as of Q4 2022.

  • Personal CFO Solutions reported no remaining Compass Minerals position as of Q4 2022 after selling out during the quarter.
  • Personal CFO Solutions sold 6,322 Compass Minerals shares in Q4 2022, an estimated $244K.
  • Personal CFO Solutions first reported a position in Compass Minerals in Q3 2020 and held it in 9 quarters.
  • Personal CFO Solutions's Compass Minerals position peaked at $357K in Q1 2022.
  • 273 funds tracked by Wall St. Rank held Compass Minerals as of Q4 2022.

Based on Personal CFO Solutions's 13F filing for Q4 2022, filed 14 Feb 2023.