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Compass shares owned by Planning Alternatives

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

Historical chart of Planning Alternatives investment in Compass

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Compass by Planning Alternatives

Quarter filed Position value Share count Share price at filing
2024-03-31 $507k 141k 3.60
2023-12-31 $133k 35k 3.76

More positions owned by Planning Alternatives

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)

View all positions for Planning Alternatives

Top funds holding Compass

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

View all funds holding Compass