PMFA
CMPS

Plante Moran Financial Advisors’s Compass Pathways CMPS Stock Holding History

Plante Moran Financial Advisors’s Portfolio CMPS Stock Details CMPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-952
Closed -$7.88K – 781
2023
Q2 		$7.88K Hold
952
– – ﹤0.01% 580
2023
Q1 		$9.45K Hold
952
– – ﹤0.01% 571
2022
Q4 		$7.64K Buy
+952
New +$9.55K ﹤0.01% 613

Other funds holding CMPS

TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PBA
Paradigm Biocapital Advisors New York $4.89B AUM 251.12% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
ACM
Aisling Capital Management New York $476M AUM 128.63% 1-Year Est. Return
LGM
Logos Global Management San Francisco, California $2B AUM 444.09% 1-Year Est. Return

Plante Moran Financial Advisors's CMPS Position: Q3 2023 in Review

Plante Moran Financial Advisors sold out of Compass Pathways (CMPS) in Q3 2023, closing a stake of 952 shares — an estimated $7.88K sold.

Plante Moran Financial Advisors first reported a position in CMPS in Q4 2022 and held it in 3 quarters. The position peaked at $9.45K in Q1 2023. 113 funds tracked by Wall St. Rank hold CMPS as of Q3 2023.

  • Plante Moran Financial Advisors reported no remaining Compass Pathways position as of Q3 2023 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 952 Compass Pathways shares in Q3 2023, an estimated $7.88K.
  • Plante Moran Financial Advisors first reported a position in Compass Pathways in Q4 2022 and held it in 3 quarters.
  • Plante Moran Financial Advisors's Compass Pathways position peaked at $9.45K in Q1 2023.
  • 113 funds tracked by Wall St. Rank held Compass Pathways as of Q3 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2023, filed 7 Nov 2023.