WQ
CMP icon

Wealth Quarterback’s Compass Minerals CMP Stock Holding History

Wealth Quarterback’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
2021
Q3 		$5K Buy
72
+1
+1% +$66 ﹤0.01% 589
2021
Q2 		$5K Buy
+71
New +$4.71K ﹤0.01% 605
2020
Q2 		– Sell
-170
Closed -$6.54K – 228
2020
Q1 		$6.54K Sell
170
-5,904
-97% -$322K 0.01% 563
2019
Q4 		$45.1K Buy
+6,074
New +$345K 0.04% 251

Other funds holding CMP

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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return

Wealth Quarterback's CMP Position: Q3 2021 in Review

Wealth Quarterback increased its Compass Minerals (CMP) stake by 1.4% in Q3 2021, buying an estimated $66 and bringing the position to 72 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #589.

Wealth Quarterback first reported a position in CMP in Q4 2019 and has held it in 4 quarters since. The position peaked at $45.1K in Q4 2019. 295 funds tracked by Wall St. Rank hold CMP as of Q3 2021.

  • Wealth Quarterback held 72 shares of Compass Minerals worth $5K as of Q3 2021.
  • Wealth Quarterback bought 1 Compass Minerals share in Q3 2021, an estimated $66.
  • Compass Minerals made up ﹤0.01% of Wealth Quarterback's portfolio in Q3 2021, its #589 holding.
  • Wealth Quarterback first reported a position in Compass Minerals in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's Compass Minerals position peaked at $45.1K in Q4 2019.
  • 295 funds tracked by Wall St. Rank held Compass Minerals as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.