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Toth Financial Advisory’s Compass Minerals CMP Stock Holding History

Toth Financial Advisory’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
Q3 		– Sell
-400
Closed -$13.6K – 775
2023
Q2 		$13.6K Buy
+400
New +$13.3K ﹤0.01% 432
2021
Q1 		– Sell
-250
Closed -$15K – 678
2020
Q4 		$15K Buy
+250
New +$15.5K ﹤0.01% 371
2019
Q2 		– Sell
-2,250
Closed -$122K – 452
2019
Q1 		$122K Buy
+2,250
New +$114K 0.03% 166

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
ACM
Ararat Capital Management Westport, Connecticut $178M AUM 26.61% 1-Year Est. Return

Toth Financial Advisory's CMP Position: Q3 2023 in Review

Toth Financial Advisory sold out of Compass Minerals (CMP) in Q3 2023, closing a stake of 400 shares — an estimated $13.6K sold.

Toth Financial Advisory first reported a position in CMP in Q1 2019 and held it in 3 quarters. The position peaked at $122K in Q1 2019. 246 funds tracked by Wall St. Rank hold CMP as of Q3 2023.

  • Toth Financial Advisory reported no remaining Compass Minerals position as of Q3 2023 after selling out during the quarter.
  • Toth Financial Advisory sold 400 Compass Minerals shares in Q3 2023, an estimated $13.6K.
  • Toth Financial Advisory first reported a position in Compass Minerals in Q1 2019 and held it in 3 quarters.
  • Toth Financial Advisory's Compass Minerals position peaked at $122K in Q1 2019.
  • 246 funds tracked by Wall St. Rank held Compass Minerals as of Q3 2023.

Based on Toth Financial Advisory's 13F filing for Q3 2023, filed 12 Oct 2023.