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Stephens Inc’s Compass Minerals CMP Stock Holding History

Stephens Inc’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
2022
Q2 		– Sell
-4,425
Closed -$278K – 1244
2022
Q1 		$278K Sell
4,425
-53
-1% -$3.01K ﹤0.01% 1042
2021
Q4 		$229K Sell
4,478
-3,773
-46% -$230K ﹤0.01% 1153
2021
Q3 		$531K Buy
8,251
+4,190
+103% +$276K 0.01% 842
2021
Q2 		$241K Buy
+4,061
New +$270K ﹤0.01% 1132
2020
Q4 		– Sell
-8,296
Closed -$492K – 1229
2020
Q3 		$492K Sell
8,296
-375
-4% -$20.7K 0.01% 735
2020
Q2 		$423K Buy
+8,671
New +$402K 0.01% 739

Other funds holding CMP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Stephens Inc's CMP Position: Q2 2022 in Review

Stephens Inc sold out of Compass Minerals (CMP) in Q2 2022, closing a stake of 4,425 shares — an estimated $278K sold.

Stephens Inc first reported a position in CMP in Q2 2020 and held it in 6 quarters. The position peaked at $531K in Q3 2021. 274 funds tracked by Wall St. Rank hold CMP as of Q2 2022.

  • Stephens Inc reported no remaining Compass Minerals position as of Q2 2022 after selling out during the quarter.
  • Stephens Inc sold 4,425 Compass Minerals shares in Q2 2022, an estimated $278K.
  • Stephens Inc first reported a position in Compass Minerals in Q2 2020 and held it in 6 quarters.
  • Stephens Inc's Compass Minerals position peaked at $531K in Q3 2021.
  • 274 funds tracked by Wall St. Rank held Compass Minerals as of Q2 2022.

Based on Stephens Inc's 13F filing for Q2 2022, filed 3 Aug 2022.