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Compass Diversified Holdings shares owned by C2C Wealth Management

Quarter-by-quarter ownership of Compass Diversified Holdings (CODI) shares owned by C2C Wealth Management from 13F filings

Historical chart of C2C Wealth Management investment in Compass Diversified Holdings

Tip: Access up to 7 years of quarterly data

All positions including Compass Diversified Holdings held by C2C Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Compass Diversified Holdings by C2C Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $492k 26k 18.64
2023-06-30 $594k 26k 22.66
2023-03-31 $529k 28k 18.85

More positions owned by C2C Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Chevron Corporation (CVX)
Cohen & Steers infrastucture Fund (UTF)
Ishares Tr Russell 2000 Etf (IWM)
Select Sector Spdr Tr Technology (XLK)
International Business Machines (IBM)
Eaton Vance Tax Managed Diversified Eq. (ETY)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr S&p Mc 400gr Etf (IJK)
Enterprise Products Partners (EPD)

View all positions for C2C Wealth Management

Top funds holding Compass Diversified Holdings

Vanguard Group
Allspring Global Investments Holdings
BlackRock
William Blair Investment Management
Jennifer Ranahan
Lord, Abbett & Co
Royal Bank of Canada
Royce & Associates
Essex Financial Services
Geode Capital Management
William Blair $ Company
Sei Investments
Legal & General Group
Charles Schwab Investment Management
Nuveen Asset Management

View all funds holding Compass Diversified Holdings