Simplicity Solutions’s Compass Minerals CMP Stock Holding History

Simplicity Solutions’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 Q2	–	Sell	-3,522	Closed	-$221K	–	523
2021 Q1	$221K	Sell	3,522 -4,344	-55%	-$278K	0.05%	445
2020 Q4	$485K	Buy	7,866 +3,873	+97%	+$240K	0.01%	695
2020 Q3	$237K	Sell	3,993 -396	-9%	-$21.8K	﹤0.01%	775
2020 Q2	$214K	Buy	+4,389	New	+$204K	﹤0.01%	814
2018 Q4	–	Sell	-5,973	Closed	-$401K	–	643
2018 Q3	$401K	Buy	+5,973	New	+$389K	0.02%	307

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

Bank of New York Mellon New York $544B AUM 28.31% 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

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

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

BCA

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

Simplicity Solutions's CMP Position: Q2 2021 in Review

Simplicity Solutions sold out of Compass Minerals (CMP) in Q2 2021, closing a stake of 3,522 shares — an estimated $221K sold.

Simplicity Solutions first reported a position in CMP in Q3 2018 and held it in 5 quarters. The position peaked at $485K in Q4 2020. 289 funds tracked by Wall St. Rank hold CMP as of Q2 2021.

Simplicity Solutions reported no remaining Compass Minerals position as of Q2 2021 after selling out during the quarter.
Simplicity Solutions sold 3,522 Compass Minerals shares in Q2 2021, an estimated $221K.
Simplicity Solutions first reported a position in Compass Minerals in Q3 2018 and held it in 5 quarters.
Simplicity Solutions's Compass Minerals position peaked at $485K in Q4 2020.
289 funds tracked by Wall St. Rank held Compass Minerals as of Q2 2021.

Based on Simplicity Solutions's 13F filing for Q2 2021, filed 1 Sep 2021.