A detailed history of Sequoia Financial Advisors, LLC transactions in Compass Diversified Holdings stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 11,001 shares of CODI stock, worth $266,994. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,001
Previous 10,985 0.15%
Holding current value
$266,994
Previous $240,000 1.25%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

BUY
$20.23 - $24.06 $323 - $384
16 Added 0.15%
11,001 $243,000
Q2 2024

Jul 15, 2024

BUY
$21.33 - $24.0 $362 - $408
17 Added 0.15%
10,985 $240,000
Q1 2024

Apr 30, 2024

BUY
$21.34 - $24.56 $341 - $392
16 Added 0.15%
10,968 $263,000
Q4 2023

Jan 25, 2024

BUY
$17.06 - $22.86 $358 - $480
21 Added 0.19%
10,952 $245,000
Q3 2023

Nov 08, 2023

BUY
$18.59 - $22.75 $297 - $364
16 Added 0.15%
10,931 $205,000
Q2 2023

Aug 08, 2023

BUY
$18.15 - $21.8 $344 - $414
19 Added 0.17%
10,915 $236,000
Q1 2023

Apr 24, 2023

BUY
$18.03 - $22.59 $306 - $384
17 Added 0.16%
10,896 $207,000
Q4 2022

Jan 17, 2023

BUY
$16.43 - $21.67 $178,741 - $235,747
10,879 New
10,879 $0

Others Institutions Holding CODI

About Compass Diversified Holdings


  • Ticker CODI
  • Exchange NYSE
  • Sector Industrials
  • Industry Conglomerates
  • Shares Outstandng 71,725,504
  • Market Cap $1.74B
  • 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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