SWIG
CMPS

Strategic Wealth Investment Group’s Compass Pathways CMPS Stock Holding History

Strategic Wealth Investment Group’s Portfolio CMPS Stock Details CMPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-20
Closed -$56 – 142
2025
Q2 		$56 Buy
+20
New +$75 ﹤0.01% 151

Other funds holding CMPS

RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
PHS
PFM Health Sciences San Francisco, California $1.1B AUM 57.92% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

Strategic Wealth Investment Group's CMPS Position: Q3 2025 in Review

Strategic Wealth Investment Group sold out of Compass Pathways (CMPS) in Q3 2025, closing a stake of 20 shares — an estimated $56 sold.

Strategic Wealth Investment Group first reported a position in CMPS in Q2 2025 and held it in 1 quarter. The position peaked at $56 in Q2 2025. 157 funds tracked by Wall St. Rank hold CMPS as of Q3 2025.

  • Strategic Wealth Investment Group reported no remaining Compass Pathways position as of Q3 2025 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 20 Compass Pathways shares in Q3 2025, an estimated $56.
  • Strategic Wealth Investment Group first reported a position in Compass Pathways in Q2 2025 and held it in 1 quarter.
  • Strategic Wealth Investment Group's Compass Pathways position peaked at $56 in Q2 2025.
  • 157 funds tracked by Wall St. Rank held Compass Pathways as of Q3 2025.

Based on Strategic Wealth Investment Group's 13F filing for Q3 2025, filed 14 Nov 2025.