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Regal Investment Advisors’s Compass Minerals CMP Stock Holding History

Regal 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
2022
Q3 		– Sell
-23,880
Closed -$845K – 487
2022
Q2 		$845K Sell
23,880
-417
-2% -$20.6K 0.09% 212
2022
Q1 		$1.53M Sell
24,297
-472
-2% -$26.8K 0.14% 150
2021
Q4 		$1.26M Buy
24,769
+7,287
+42% +$444K 0.11% 198
2021
Q3 		$1.13M Buy
17,482
+5,244
+43% +$345K 0.11% 205
2021
Q2 		$725K Buy
+12,238
New +$812K 0.07% 273
2021
Q1 		– Sell
-20,978
Closed -$1.29M – 86
2020
Q4 		$1.29M Buy
+20,978
New +$1.3M 0.15% 150
2020
Q1 		– Sell
-32,702
Closed -$1.99M – 68
2019
Q4 		$1.99M Sell
32,702
-650
-2% -$36.9K 0.36% 90
2019
Q3 		$1.88M Sell
33,352
-1,153
-3% -$61.8K 0.37% 92
2019
Q2 		$1.9M Buy
+34,505
New +$1.91M 0.37% 90
2018
Q3 		– Sell
-22,682
Closed -$1.49M – 323
2018
Q2 		$1.49M Sell
22,682
-4,426
-16% -$295K 0.45% 77
2018
Q1 		$1.64M Sell
27,108
-581
-2% -$39K 0.36% 89
2017
Q4 		$2M Sell
27,689
-6
-0% -$404 0.45% 76
2017
Q3 		$1.8M Sell
27,695
-3,601
-12% -$241K 0.42% 84
2017
Q2 		$2.04M Buy
+31,296
New +$2.08M 0.51% 74

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
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Regal Investment Advisors's CMP Position: Q3 2022 in Review

Regal Investment Advisors sold out of Compass Minerals (CMP) in Q3 2022, closing a stake of 23,880 shares — an estimated $845K sold.

Regal Investment Advisors first reported a position in CMP in Q2 2017 and held it in 14 quarters. The position peaked at $2.04M in Q2 2017. 274 funds tracked by Wall St. Rank hold CMP as of Q3 2022.

  • Regal Investment Advisors reported no remaining Compass Minerals position as of Q3 2022 after selling out during the quarter.
  • Regal Investment Advisors sold 23,880 Compass Minerals shares in Q3 2022, an estimated $845K.
  • Regal Investment Advisors first reported a position in Compass Minerals in Q2 2017 and held it in 14 quarters.
  • Regal Investment Advisors's Compass Minerals position peaked at $2.04M in Q2 2017.
  • 274 funds tracked by Wall St. Rank held Compass Minerals as of Q3 2022.

Based on Regal Investment Advisors's 13F filing for Q3 2022, filed 15 Nov 2022.