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Compass Diversified Holdings shares owned by Sequoia Financial Advisors

Quarter-by-quarter ownership of Compass Diversified Holdings (CODI) shares owned by Sequoia Financial Advisors from 13F filings

Historical chart of Sequoia Financial Advisors investment in Compass Diversified Holdings

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

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Quarterly reported holdings in Compass Diversified Holdings by Sequoia Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $264k 11k 24.07
2023-12-31 $246k 11k 22.45
2023-09-30 $205k 11k 18.77
2023-06-30 $237k 11k 21.69
2023-03-31 $208k 11k 19.08
2022-12-31 $198k 11k 18.23

More positions owned by Sequoia Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core Msci Total (IXUS)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Msci Acwi Etf (ACWI)
Ishares Tr National Mun Etf (MUB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Gold Tr Gold Shs (GLD)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Value Etf (VTV)

View all positions for Sequoia Financial Advisors

Top funds holding Compass Diversified Holdings

Vanguard Group
Allspring Global Investments Holdings
William Blair Investment Management
Jennifer Ranahan
Royce & Associates
Royal Bank of Canada
Essex Financial Services
William Blair $ Company
UBS Group
Legal & General Group
Charles Schwab Investment Management
Lord, Abbett & Co
Bank of America Corporation
Gilman Hill Asset Management
North Star Investment Management

View all funds holding Compass Diversified Holdings