Ae Wealth Management LLC Compass Diversified Holdings Transaction History

Ae Wealth Management LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Nov 01, 2021	SELL	$24.12 - $31.44 $303,429 - $395,515	-12,580 Closed	0 $0
Q2 2021 Jul 21, 2021	BUY	$23.42 - $26.6 $21,522 - $24,445	919 Added 7.88%	12,580 $321,000
Q1 2021 Apr 27, 2021	BUY	$19.44 - $24.56 $226,689 - $286,394	11,661 New	11,661 $270,000
Q1 2020 May 07, 2020	SELL	$11.15 - $25.42 $119,293 - $271,968	-10,699 Closed	0 $0
Q4 2019 Jan 15, 2020	BUY	$19.11 - $26.2 $204,457 - $280,313	10,699 New	10,699 $266,000

220

43.1M

141K

43.8K

Ticker CODI
Exchange NYSE
Sector Industrials
Industry Conglomerates
Shares Outstandng 71,725,504
Market Cap $1.65B
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...

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