SFS
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Sowell Financial Services’s Compass COMP Stock Holding History

Sowell Financial Services’s Portfolio COMP Stock Details COMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-57,910
Closed -$526K – 219
2021
Q4 		$526K Buy
+57,910
New +$634K 0.03% 429

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IVMX
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Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return
WM
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TCMNY
Thrive Capital Management (New York) New York $344M AUM 25.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
Immersion Capital London, United Kingdom $87.4M AUM 12.04% 1-Year Est. Return

Sowell Financial Services's COMP Position: Q1 2022 in Review

Sowell Financial Services sold out of Compass (COMP) in Q1 2022, closing a stake of 57,910 shares — an estimated $526K sold.

Sowell Financial Services first reported a position in COMP in Q4 2021 and held it in 1 quarter. The position peaked at $526K in Q4 2021. 129 funds tracked by Wall St. Rank hold COMP as of Q1 2022.

  • Sowell Financial Services reported no remaining Compass position as of Q1 2022 after selling out during the quarter.
  • Sowell Financial Services sold 57,910 Compass shares in Q1 2022, an estimated $526K.
  • Sowell Financial Services first reported a position in Compass in Q4 2021 and held it in 1 quarter.
  • Sowell Financial Services's Compass position peaked at $526K in Q4 2021.
  • 129 funds tracked by Wall St. Rank held Compass as of Q1 2022.

Based on Sowell Financial Services's 13F filing for Q1 2022, filed 13 May 2022.