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Wipfli Financial Advisors’s Compass Minerals CMP Stock Holding History

Wipfli Financial Advisors’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
Q3 		$7K Buy
+181
New +$6.9K ﹤0.01% 1953

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
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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wipfli Financial Advisors's CMP Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Compass Minerals (CMP) in Q3 2022: 181 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #1953 among its holdings.

274 funds tracked by Wall St. Rank hold CMP as of Q3 2022.

  • Wipfli Financial Advisors held 181 shares of Compass Minerals worth $7K as of Q3 2022.
  • Compass Minerals was a new Wipfli Financial Advisors position in Q3 2022.
  • Compass Minerals made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1953 holding.
  • 274 funds tracked by Wall St. Rank held Compass Minerals as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.