PIM
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Plato Investment Management’s Compass COMP Stock Holding History

Plato Investment Management’s Portfolio COMP Stock Details COMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-12,444
Closed -$110K – 530
2025
Q1 		$110K Sell
12,444
-1,068
-8% -$8.46K 0.01% 419
2024
Q4 		$79.3K Buy
+13,512
New +$85.6K 0.01% 473

Other funds holding COMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SIAU
SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Plato Investment Management's COMP Position: Q2 2025 in Review

Plato Investment Management sold out of Compass (COMP) in Q2 2025, closing a stake of 12,444 shares — an estimated $110K sold.

Plato Investment Management first reported a position in COMP in Q4 2024 and held it in 2 quarters. The position peaked at $110K in Q1 2025. 314 funds tracked by Wall St. Rank hold COMP as of Q2 2025.

  • Plato Investment Management reported no remaining Compass position as of Q2 2025 after selling out during the quarter.
  • Plato Investment Management sold 12,444 Compass shares in Q2 2025, an estimated $110K.
  • Plato Investment Management first reported a position in Compass in Q4 2024 and held it in 2 quarters.
  • Plato Investment Management's Compass position peaked at $110K in Q1 2025.
  • 314 funds tracked by Wall St. Rank held Compass as of Q2 2025.

Based on Plato Investment Management's 13F filing for Q2 2025, filed 5 Aug 2025.