PF
CMP icon

Phoenix Financial’s Compass Minerals CMP Stock Holding History

Phoenix Financial’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
2020
Q4 		– Sell
-42,032
Closed -$2.34M – 374
2020
Q3 		$2.34M Sell
42,032
-667
-2% -$36.8K 0.1% 137
2020
Q2 		$1.96M Buy
42,699
+576
+1% +$26.7K 0.08% 164
2020
Q1 		$1.57M Buy
+42,123
New +$2.29M 0.08% 172

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return

Phoenix Financial's CMP Position: Q4 2020 in Review

Phoenix Financial sold out of Compass Minerals (CMP) in Q4 2020, closing a stake of 42,032 shares — an estimated $2.34M sold.

Phoenix Financial first reported a position in CMP in Q1 2020 and held it in 3 quarters. The position peaked at $2.34M in Q3 2020. 290 funds tracked by Wall St. Rank hold CMP as of Q4 2020.

  • Phoenix Financial reported no remaining Compass Minerals position as of Q4 2020 after selling out during the quarter.
  • Phoenix Financial sold 42,032 Compass Minerals shares in Q4 2020, an estimated $2.34M.
  • Phoenix Financial first reported a position in Compass Minerals in Q1 2020 and held it in 3 quarters.
  • Phoenix Financial's Compass Minerals position peaked at $2.34M in Q3 2020.
  • 290 funds tracked by Wall St. Rank held Compass Minerals as of Q4 2020.

Based on Phoenix Financial's 13F filing for Q4 2020, filed 11 Feb 2021.