SageView Advisory Group’s Compass Pathways CMPS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
– Sell
-48
Closed -$332 – 953
2025
Q4
$332 Buy
+48
New +$293 ﹤0.01% 2475

Other funds holding CMPS

SageView Advisory Group's CMPS Position: Q1 2026 in Review

SageView Advisory Group sold out of Compass Pathways (CMPS) in Q1 2026, closing a stake of 48 shares — an estimated $332 sold.

SageView Advisory Group first reported a position in CMPS in Q4 2025 and held it in 1 quarter. The position peaked at $332 in Q4 2025. 195 funds tracked by Wall St. Rank hold CMPS as of Q1 2026.

  • SageView Advisory Group reported no remaining Compass Pathways position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 48 Compass Pathways shares in Q1 2026, an estimated $332.
  • SageView Advisory Group first reported a position in Compass Pathways in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Compass Pathways position peaked at $332 in Q4 2025.
  • 195 funds tracked by Wall St. Rank held Compass Pathways as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.