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Unique Wealth Strategies’s Compass Minerals CMP Stock Holding History

Unique Wealth Strategies’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
Q3 		– Sell
-45,301
Closed -$713K – 300
2024
Q2 		$713K Hold
45,301
– – 0.33% 89
2024
Q1 		$713K Buy
+45,301
New +$951K 0.35% 89

Other funds holding CMP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCP
SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Unique Wealth Strategies's CMP Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Compass Minerals (CMP) in Q3 2024, closing a stake of 45,301 shares — an estimated $713K sold.

Unique Wealth Strategies first reported a position in CMP in Q1 2024 and held it in 2 quarters. The position peaked at $713K in Q2 2024. 219 funds tracked by Wall St. Rank hold CMP as of Q3 2024.

  • Unique Wealth Strategies reported no remaining Compass Minerals position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 45,301 Compass Minerals shares in Q3 2024, an estimated $713K.
  • Unique Wealth Strategies first reported a position in Compass Minerals in Q1 2024 and held it in 2 quarters.
  • Unique Wealth Strategies's Compass Minerals position peaked at $713K in Q2 2024.
  • 219 funds tracked by Wall St. Rank held Compass Minerals as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.