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Compass shares owned by Simplicity Wealth

Quarter-by-quarter ownership of Compass (COMP) shares owned by Simplicity Wealth from 13F filings

Historical chart of Simplicity Wealth investment in Compass

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All positions including Compass held by Simplicity Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Compass by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $46k 13k 3.60

More positions owned by Simplicity Wealth

Vanguard Index Fds Large Cap Etf (VV)
Sprott Physical Gold & Silve Tr Unit (CEF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Sprott Physical Gold Tr Unit (PHYS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Amazon (AMZN)

View all positions for Simplicity Wealth

Top funds holding Compass

Vanguard Group
BlackRock
Rima Management
Maple Rock Capital Partners
Dimensional Fund Advisors
Jacobs Levy Equity Management
Discovery Capital Management
Antipodes Partners
Charles Schwab Investment Management
Portolan Capital Management
J. Goldman & Co
Davidson Kempner Capital Management
First American Financial Corp
Wellington Management Company
Point72 Asset Management

View all funds holding Compass