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SWM
Spire Wealth Management’s
Compass Minerals
CMP
Stock Holding History
Spire Wealth Management’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
2025
Q4
–
Sell
-132
Closed
-$2.53K
–
2337
2025
Q3
$2.53K
Sell
132
-110
-45%
-$2.19K
﹤0.01%
2114
2025
Q2
$4.86K
Sell
242
-1,051
-81%
-$17K
﹤0.01%
1957
2025
Q1
$12K
Sell
1,293
-1,562
-55%
-$17.8K
﹤0.01%
1780
2024
Q4
$32.1K
Sell
2,855
-967
-25%
-$12.6K
﹤0.01%
1452
2024
Q3
$45.9K
Buy
3,822
+1,608
+73%
+$17K
﹤0.01%
1157
2024
Q2
$22.9K
Buy
2,214
+1,438
+185%
+$18.5K
﹤0.01%
1398
2024
Q1
$12.2K
Sell
776
-730
-48%
-$15.3K
﹤0.01%
1655
2023
Q4
$31.9K
Buy
1,506
+192
+15%
+$4.9K
﹤0.01%
1353
2023
Q3
$36.7K
Sell
1,314
-76
-5%
-$2.44K
﹤0.01%
1286
2023
Q2
$47.3K
Buy
1,390
+468
+51%
+$15.5K
﹤0.01%
1220
2023
Q1
$31.6K
Buy
922
+860
+1,387%
+$34.4K
﹤0.01%
1409
2022
Q4
$3K
Buy
62
+7
+13%
+$289
﹤0.01%
1951
2022
Q3
$2K
Sell
55
-8,298
-99%
-$316K
﹤0.01%
1932
2022
Q2
$296K
Buy
8,353
+5,819
+230%
+$288K
0.01%
637
2022
Q1
$159K
Sell
2,534
-5,601
-69%
-$318K
﹤0.01%
981
2021
Q4
$416K
Buy
8,135
+5,489
+207%
+$335K
0.01%
765
2021
Q3
$170K
Hold
2,646
–
–
﹤0.01%
983
2021
Q2
$157K
Sell
2,646
-4,416
-63%
-$293K
﹤0.01%
1018
2021
Q1
$453K
Buy
+7,062
New
+$452K
0.01%
701
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EMCIP
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$194B AUM
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1-Year Est. Return
GCM
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$123M AUM
NM
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$936M AUM
27.23%
1-Year Est. Return
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$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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