Clear Perspectives Financial Planning, LLC Compass Diversified Holdings Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 05, 2021	SELL	$24.12 - $31.44 $16,884 - $22,008	-700 Closed	0 $0
Q2 2021 Aug 05, 2021	BUY	$23.42 - $26.6 $16,394 - $18,620	700 New	700 $18,000

Others Institutions Holding CODI

# of Institutions

219

Shares Held

42.8M

Call Options Held

135K

Put Options Held

50.1K

American Century Companies Inc Kansas City, MO

5.45M
Shares

$115 Million
0.07% of portfolio
Vanguard Group Inc Valley Forge, PA

5M
Shares

$105 Million
0.0% of portfolio
Allspring Global Investments Holdings, LLC

4.26M
Shares

$89.5 Million
0.15% of portfolio
Black Rock Inc. New York, NY

3.83M
Shares

$80.4 Million
0.0% of portfolio
William Blair Investment Management, LLC Chicago, IL

1.88M
Shares

$39.4 Million
0.11% of portfolio

View Full List

About Compass Diversified Holdings

Ticker CODI
Exchange NYSE
Sector Industrials
Industry Conglomerates
Shares Outstandng 71,725,504
Market Cap $1.51B
Description
Compass Diversified is a private equity firm specializing in add on acquisitions, buyouts, industry consolidation, recapitalization, late stage and middle market investments. It seeks to invest in niche industrial or branded consumer companies, manufacturing, distribution, consumer products, business services sector, safety & security, elect...

More about CODI

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