TFO Wealth Partners’s Compass Minerals CMP Stock Holding History

TFO Wealth Partners’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	-1	Closed	-$16	–	201
2024 Q1	$16	Hold	1	–	–	﹤0.01%	773
2023 Q4	$25	Hold	1	–	–	﹤0.01%	906
2023 Q3	$34	Hold	1	–	–	﹤0.01%	1066
2023 Q2	$34	Hold	1	–	–	﹤0.01%	788
2023 Q1	$34	Sell	1 -3	-75%	-$120	﹤0.01%	769
2022 Q4	$29	Buy	+4	New	+$165	﹤0.01%	893

Other funds holding CMP

Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

TFO Wealth Partners's CMP Position: Q2 2024 in Review

TFO Wealth Partners sold out of Compass Minerals (CMP) in Q2 2024, closing a stake of 1 share — an estimated $16 sold.

TFO Wealth Partners first reported a position in CMP in Q4 2022 and held it in 6 quarters. The position peaked at $34 in Q3 2023. 213 funds tracked by Wall St. Rank hold CMP as of Q2 2024.

TFO Wealth Partners reported no remaining Compass Minerals position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 1 Compass Minerals share in Q2 2024, an estimated $16.
TFO Wealth Partners first reported a position in Compass Minerals in Q4 2022 and held it in 6 quarters.
TFO Wealth Partners's Compass Minerals position peaked at $34 in Q3 2023.
213 funds tracked by Wall St. Rank held Compass Minerals as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.