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Retirement Planning Company of New England’s Compass Diversified CODI Stock Holding History

Retirement Planning Company of New England’s Portfolio CODI Stock Details CODI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-213
Closed -$6K – 337
2021
Q4 		$6K Buy
+213
New +$6.46K ﹤0.01% 726

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Retirement Planning Company of New England's CODI Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Compass Diversified (CODI) in Q1 2022, closing a stake of 213 shares — an estimated $6K sold.

Retirement Planning Company of New England first reported a position in CODI in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 179 funds tracked by Wall St. Rank hold CODI as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Compass Diversified position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 213 Compass Diversified shares in Q1 2022, an estimated $6K.
  • Retirement Planning Company of New England first reported a position in Compass Diversified in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Compass Diversified position peaked at $6K in Q4 2021.
  • 179 funds tracked by Wall St. Rank held Compass Diversified as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.