Wilbanks Smith & Thomas Asset Management’s Compass Minerals CMP Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2022 Q2	–	Sell	-3,950	Closed	-$233K	–	488
2022 Q1	$233K	Hold	3,950	–	–	0.01%	450
2021 Q4	$202K	Buy	3,950 +700	+22%	+$42.7K	0.01%	493
2021 Q3	$209K	Sell	3,250 -266	-8%	-$17.5K	0.01%	476
2021 Q2	$208K	Buy	3,516 +237	+7%	+$15.7K	0.01%	469
2021 Q1	$206K	Buy	3,279 +1	+0%	+$64	0.01%	445
2020 Q4	$202K	Buy	+3,278	New	+$203K	0.01%	415
2020 Q1	–	Sell	-3,750	Closed	-$229K	–	380
2019 Q4	$229K	Hold	3,750	–	–	0.01%	374
2019 Q3	$212K	Buy	+3,750	New	+$201K	0.01%	391
2018 Q4	–	Sell	-3,150	Closed	-$212K	–	525
2018 Q3	$212K	Buy	+3,150	New	+$205K	0.01%	383

Other funds holding CMP

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

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's CMP Position: Q2 2022 in Review

Wilbanks Smith & Thomas Asset Management sold out of Compass Minerals (CMP) in Q2 2022, closing a stake of 3,950 shares — an estimated $233K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in CMP in Q3 2018 and held it in 9 quarters. The position peaked at $233K in Q1 2022. 274 funds tracked by Wall St. Rank hold CMP as of Q2 2022.

Wilbanks Smith & Thomas Asset Management reported no remaining Compass Minerals position as of Q2 2022 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 3,950 Compass Minerals shares in Q2 2022, an estimated $233K.
Wilbanks Smith & Thomas Asset Management first reported a position in Compass Minerals in Q3 2018 and held it in 9 quarters.
Wilbanks Smith & Thomas Asset Management's Compass Minerals position peaked at $233K in Q1 2022.
274 funds tracked by Wall St. Rank held Compass Minerals as of Q2 2022.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q2 2022, filed 3 Aug 2022.