Red Door Wealth Management’s Compass Minerals CMP Stock Holding History

Red Door Wealth Management’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
2021 Q3	–	Sell	-2,265	Closed	-$134K	–	245
2021 Q2	$134K	Buy	+2,265	New	+$150K	0.05%	178
2020 Q3	–	Sell	-2,265	Closed	-$110K	–	164
2020 Q2	$110K	Buy	2,265 +327	+17%	+$15.2K	0.08%	127
2020 Q1	$74K	Buy	+1,938	New	+$106K	0.07%	141

Other funds holding CMP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BCA

Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return

Red Door Wealth Management's CMP Position: Q3 2021 in Review

Red Door Wealth Management sold out of Compass Minerals (CMP) in Q3 2021, closing a stake of 2,265 shares — an estimated $134K sold.

Red Door Wealth Management first reported a position in CMP in Q1 2020 and held it in 3 quarters. The position peaked at $134K in Q2 2021. 295 funds tracked by Wall St. Rank hold CMP as of Q3 2021.

Red Door Wealth Management reported no remaining Compass Minerals position as of Q3 2021 after selling out during the quarter.
Red Door Wealth Management sold 2,265 Compass Minerals shares in Q3 2021, an estimated $134K.
Red Door Wealth Management first reported a position in Compass Minerals in Q1 2020 and held it in 3 quarters.
Red Door Wealth Management's Compass Minerals position peaked at $134K in Q2 2021.
295 funds tracked by Wall St. Rank held Compass Minerals as of Q3 2021.

Based on Red Door Wealth Management's 13F filing for Q3 2021, filed 14 Oct 2021.