YIH
COMP icon

Y-Intercept (HK)’s Compass COMP Stock Holding History

Y-Intercept (HK)’s Portfolio COMP Stock Details COMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.31M Buy
+106,457
New +$887K 0.03% 917
2026
Q1 		– Sell
-493,847
Closed -$5.22M – 1622
2025
Q4 		$5.22M Sell
493,847
-50,950
-9% -$465K 0.12% 217
2025
Q3 		$4.37M Buy
544,797
+495,169
+998% +$4.01M 0.11% 247
2025
Q2 		$312K Sell
49,628
-16,171
-25% -$111K 0.01% 1348
2025
Q1 		$574K Buy
+65,799
New +$521K 0.04% 640
2024
Q4 		– Sell
-134,829
Closed -$824K – 1256
2024
Q3 		$824K Buy
+134,829
New +$663K 0.05% 530

Other funds holding COMP

RWP
Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return
NERM
New England Research & Management Chicago, Illinois $257M AUM 25.66% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return