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Realta Investment Advisors’s Compass Minerals CMP Stock Holding History

Realta Investment Advisors’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
Q1 		– Sell
-538
Closed -$30K – 491
2019
Q4 		$30K Hold
538
– – 0.01% 804
2019
Q3 		$30K Buy
538
+238
+79% +$12.8K 0.01% 798
2019
Q2 		$16K Buy
+300
New +$16.6K ﹤0.01% 1001

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
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return

Realta Investment Advisors's CMP Position: Q1 2020 in Review

Realta Investment Advisors sold out of Compass Minerals (CMP) in Q1 2020, closing a stake of 538 shares — an estimated $30K sold.

Realta Investment Advisors first reported a position in CMP in Q2 2019 and held it in 3 quarters. The position peaked at $30K in Q4 2019. 273 funds tracked by Wall St. Rank hold CMP as of Q1 2020.

  • Realta Investment Advisors reported no remaining Compass Minerals position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 538 Compass Minerals shares in Q1 2020, an estimated $30K.
  • Realta Investment Advisors first reported a position in Compass Minerals in Q2 2019 and held it in 3 quarters.
  • Realta Investment Advisors's Compass Minerals position peaked at $30K in Q4 2019.
  • 273 funds tracked by Wall St. Rank held Compass Minerals as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.