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ShoreHaven Wealth Partners’s Compass Diversified CODI Stock Holding History

ShoreHaven Wealth Partners’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
2021
Q1 		– Sell
-2,231
Closed -$43K – 283
2020
Q4 		$43K Buy
+2,231
New +$42.6K 0.02% 116

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EFS
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Mirae Asset Global Investments
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Legal & General Group
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UBS Group
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ShoreHaven Wealth Partners's CODI Position: Q1 2021 in Review

ShoreHaven Wealth Partners sold out of Compass Diversified (CODI) in Q1 2021, closing a stake of 2,231 shares — an estimated $43K sold.

ShoreHaven Wealth Partners first reported a position in CODI in Q4 2020 and held it in 1 quarter. The position peaked at $43K in Q4 2020. 156 funds tracked by Wall St. Rank hold CODI as of Q1 2021.

  • ShoreHaven Wealth Partners reported no remaining Compass Diversified position as of Q1 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 2,231 Compass Diversified shares in Q1 2021, an estimated $43K.
  • ShoreHaven Wealth Partners first reported a position in Compass Diversified in Q4 2020 and held it in 1 quarter.
  • ShoreHaven Wealth Partners's Compass Diversified position peaked at $43K in Q4 2020.
  • 156 funds tracked by Wall St. Rank held Compass Diversified as of Q1 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q1 2021, filed 13 May 2021.