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TCI Wealth Advisors’s Compass Minerals CMP Stock Holding History

TCI 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
Q2 		– Sell
-1
Closed -$35 – 604
2023
Q1 		$35 Sell
1
-1
-50% -$40 ﹤0.01% 2462
2022
Q4 		$82 Buy
2
+1
+100% +$41 ﹤0.01% 2406
2022
Q3 		$0 Buy
+1
New +$38 ﹤0.01% 2288
2021
Q4 		– Sell
-55
Closed -$4K – 2326
2021
Q3 		$4K Buy
+55
New +$3.62K ﹤0.01% 1717
2021
Q2 		– Sell
-29
Closed -$2K – 2337
2021
Q1 		$2K Buy
+29
New +$1.86K ﹤0.01% 1699
2019
Q1 		– Sell
-8
Closed – – 1423
2018
Q4 		$0 Buy
+8
New +$421 ﹤0.01% 1470
2018
Q1 		– Sell
-64
Closed -$5K – 1359
2017
Q4 		$5K Hold
64
– – ﹤0.01% 772
2017
Q3 		$4K Sell
64
-1,039
-94% -$69.4K ﹤0.01% 764
2017
Q2 		$72K Buy
1,103
+1,000
+971% +$66.6K 0.04% 257
2017
Q1 		$7K Buy
103
+64
+164% +$4.88K ﹤0.01% 641
2016
Q4 		$3K Buy
+39
New +$2.96K ﹤0.01% 898

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TCI Wealth Advisors's CMP Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Compass Minerals (CMP) in Q2 2023, closing a stake of 1 share — an estimated $35 sold.

TCI Wealth Advisors first reported a position in CMP in Q4 2016 and held it in 11 quarters. The position peaked at $72K in Q2 2017. 250 funds tracked by Wall St. Rank hold CMP as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Compass Minerals position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 1 Compass Minerals share in Q2 2023, an estimated $35.
  • TCI Wealth Advisors first reported a position in Compass Minerals in Q4 2016 and held it in 11 quarters.
  • TCI Wealth Advisors's Compass Minerals position peaked at $72K in Q2 2017.
  • 250 funds tracked by Wall St. Rank held Compass Minerals as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.