Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

RE Dickinson Investment Advisors »

Compass Diversified Holdings shares owned by RE Dickinson Investment Advisors

Quarter-by-quarter ownership of Compass Diversified Holdings (CODI) shares owned by RE Dickinson Investment Advisors from 13F filings

Historical chart of RE Dickinson Investment Advisors investment in Compass Diversified Holdings

Tip: Access up to 7 years of quarterly data

All positions including Compass Diversified Holdings held by RE Dickinson Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in Compass Diversified Holdings by RE Dickinson Investment Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$36k	1.6k	22.13
2024-06-30	$23k	1.1k	21.89
2024-03-31	$12k	513	23.39

More positions owned by RE Dickinson Investment Advisors

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

Ishares Tr Core S&p500 Etf (IVV)

Ishares Tr Rus 1000 Val Etf (IWD)

Berkshire Hathaway Inc Del Cl B New (BRK.B)

Schwab Strategic Tr Us Mid-cap Etf (SCHM)

Union Pacific Corporation (UNP)

Vanguard Bd Index Fds Total Bnd Mrkt (BND)

Apple (AAPL)

Schwab Strategic Tr Us Lcap Va Etf (SCHV)

Schwab Strategic Tr Us Tips Etf (SCHP)

Ssga Active Etf Tr Spdr Tr Tactic (TOTL)

Brookfield Infrast Partners Lp Int Unit (BIP)

Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)

View all positions for RE Dickinson Investment Advisors

Top funds holding Compass Diversified Holdings

American Century Companies

Vanguard Group

Allspring Global Investments Holdings

BlackRock

William Blair Investment Management

Lord, Abbett & Co

Jennifer Ranahan

Essex Financial Services

State Street Corporation

Schroder Investment Management Group

Manufacturers Life Insurance Company

Bank of America Corporation

Royal Bank of Canada

Royce & Associates

View all funds holding Compass Diversified Holdings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z