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SYSTM Wealth Solutions’s Compass Minerals CMP Stock Holding History

SYSTM Wealth Solutions’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
Q1 		– Sell
-363
Closed -$9.19K – 996
2023
Q4 		$9.19K Buy
+363
New +$9.27K ﹤0.01% 837

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Vanguard Group
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Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SCP
SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

SYSTM Wealth Solutions's CMP Position: Q1 2024 in Review

SYSTM Wealth Solutions sold out of Compass Minerals (CMP) in Q1 2024, closing a stake of 363 shares — an estimated $9.19K sold.

SYSTM Wealth Solutions first reported a position in CMP in Q4 2023 and held it in 1 quarter. The position peaked at $9.19K in Q4 2023. 224 funds tracked by Wall St. Rank hold CMP as of Q1 2024.

  • SYSTM Wealth Solutions reported no remaining Compass Minerals position as of Q1 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 363 Compass Minerals shares in Q1 2024, an estimated $9.19K.
  • SYSTM Wealth Solutions first reported a position in Compass Minerals in Q4 2023 and held it in 1 quarter.
  • SYSTM Wealth Solutions's Compass Minerals position peaked at $9.19K in Q4 2023.
  • 224 funds tracked by Wall St. Rank held Compass Minerals as of Q1 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q1 2024, filed 26 Apr 2024.