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Steward Partners Investment Advisory’s Compass Minerals CMP Stock Holding History

Steward Partners Investment Advisory’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
2024
Q2 		– Sell
-200
Closed -$3.15K – 3624
2024
Q1 		$3.15K Hold
200
– – ﹤0.01% 3179
2023
Q4 		$5.06K Hold
200
– – ﹤0.01% 2954
2023
Q3 		$5.59K Hold
200
– – ﹤0.01% 2786
2023
Q2 		$6.8K Hold
200
– – ﹤0.01% 2691
2023
Q1 		$6.86K Hold
200
– – ﹤0.01% 2678
2022
Q4 		$8.2K Sell
200
-49
-20% -$2.02K ﹤0.01% 2600
2022
Q3 		$10K Hold
249
– – ﹤0.01% 2524
2022
Q2 		$9K Hold
249
– – ﹤0.01% 2542
2022
Q1 		$16K Buy
249
+49
+25% +$2.78K ﹤0.01% 2462
2021
Q4 		$10K Sell
200
-1,148
-85% -$70K ﹤0.01% 2584
2021
Q3 		$87K Buy
1,348
+497
+58% +$32.7K ﹤0.01% 1611
2021
Q2 		$50K Buy
851
+600
+239% +$39.8K ﹤0.01% 3427
2021
Q1 		$15.7K Hold
251
– – ﹤0.01% 2579
2020
Q4 		$15K Sell
251
-501
-67% -$31K ﹤0.01% 2151
2020
Q3 		$45K Hold
752
– – ﹤0.01% 1544
2020
Q2 		$37K Buy
752
+50
+7% +$2.32K ﹤0.01% 1539
2020
Q1 		$27K Buy
702
+1
+0.1% +$54 ﹤0.01% 1490
2019
Q4 		$42K Hold
701
– – ﹤0.01% 1471
2019
Q3 		$39K Hold
701
– – ﹤0.01% 1455
2019
Q2 		$38K Buy
+701
New +$38.7K ﹤0.01% 1437
2018
Q4 		– Sell
-200
Closed -$13K – 1000
2018
Q3 		$13K Hold
200
– – ﹤0.01% 1755
2018
Q2 		$13K Hold
200
– – ﹤0.01% 1642
2018
Q1 		$12K Hold
200
– – ﹤0.01% 1513
2017
Q4 		$14K Buy
+200
New +$13.5K ﹤0.01% 1232

Other funds holding CMP

KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return
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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
SCP
SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return

Steward Partners Investment Advisory's CMP Position: Q2 2024 in Review

Steward Partners Investment Advisory sold out of Compass Minerals (CMP) in Q2 2024, closing a stake of 200 shares — an estimated $3.15K sold.

Steward Partners Investment Advisory first reported a position in CMP in Q4 2017 and held it in 24 quarters. The position peaked at $87K in Q3 2021. 213 funds tracked by Wall St. Rank hold CMP as of Q2 2024.

  • Steward Partners Investment Advisory reported no remaining Compass Minerals position as of Q2 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 200 Compass Minerals shares in Q2 2024, an estimated $3.15K.
  • Steward Partners Investment Advisory first reported a position in Compass Minerals in Q4 2017 and held it in 24 quarters.
  • Steward Partners Investment Advisory's Compass Minerals position peaked at $87K in Q3 2021.
  • 213 funds tracked by Wall St. Rank held Compass Minerals as of Q2 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2024, filed 8 Aug 2024.