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Sowell Financial Services’s Compass Minerals CMP Stock Holding History

Sowell Financial Services’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
-2,774
Closed -$194K – 930
2021
Q1 		$194K Sell
2,774
-1,029
-27% -$65.9K 0.01% 1070
2020
Q4 		$235K Buy
3,803
+131
+4% +$8.12K 0.01% 782
2020
Q3 		$218K Hold
3,672
– – 0.01% 701
2020
Q2 		$179K Buy
3,672
+3,638
+10,700% +$169K 0.01% 760
2020
Q1 		$1K Sell
34
-12,768
-100% -$695K ﹤0.01% 2207
2019
Q4 		$780K Sell
12,802
-20,522
-62% -$1.16M 0.06% 322
2019
Q3 		$1.88M Buy
+33,324
New +$1.79M 0.16% 138

Other funds holding CMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

Sowell Financial Services's CMP Position: Q2 2021 in Review

Sowell Financial Services sold out of Compass Minerals (CMP) in Q2 2021, closing a stake of 2,774 shares — an estimated $194K sold.

Sowell Financial Services first reported a position in CMP in Q3 2019 and held it in 7 quarters. The position peaked at $1.88M in Q3 2019. 289 funds tracked by Wall St. Rank hold CMP as of Q2 2021.

  • Sowell Financial Services reported no remaining Compass Minerals position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 2,774 Compass Minerals shares in Q2 2021, an estimated $194K.
  • Sowell Financial Services first reported a position in Compass Minerals in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Compass Minerals position peaked at $1.88M in Q3 2019.
  • 289 funds tracked by Wall St. Rank held Compass Minerals as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.