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Sutton Wealth Advisors’s Compass Minerals CMP Stock Holding History

Sutton Wealth Advisors’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
2023
Q1 		– Sell
-380
Closed -$15.6K – 962
2022
Q4 		$15.6K Sell
380
-75
-16% -$3.1K 0.01% 796
2022
Q3 		$17.5K Sell
455
-91
-17% -$3.47K 0.01% 706
2022
Q2 		$19.3K Buy
546
+49
+10% +$2.42K 0.01% 689
2022
Q1 		$31.2K Buy
497
+492
+9,840% +$27.9K 0.01% 561
2021
Q4 		$255 Buy
+5
New +$305 ﹤0.01% 1614

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
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
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Sutton Wealth Advisors's CMP Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Compass Minerals (CMP) in Q1 2023, closing a stake of 380 shares — an estimated $15.6K sold.

Sutton Wealth Advisors first reported a position in CMP in Q4 2021 and held it in 5 quarters. The position peaked at $31.2K in Q1 2022. 261 funds tracked by Wall St. Rank hold CMP as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Compass Minerals position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 380 Compass Minerals shares in Q1 2023, an estimated $15.6K.
  • Sutton Wealth Advisors first reported a position in Compass Minerals in Q4 2021 and held it in 5 quarters.
  • Sutton Wealth Advisors's Compass Minerals position peaked at $31.2K in Q1 2022.
  • 261 funds tracked by Wall St. Rank held Compass Minerals as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.