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Compass shares owned by Private Wealth Management Group

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

Historical chart of Private Wealth Management Group investment in Compass

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

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Quarterly reported holdings in Compass by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.2k 1.2k 3.60
2023-12-31 $4.4k 1.2k 3.76

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Intl Small Cap V (DISV)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Apple (AAPL)

View all positions for Private Wealth Management Group

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