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Atlantic Edge Private Wealth Management’s The Mosaic Company MOS Stock Holding History

Atlantic Edge Private Wealth Management’s Portfolio MOS Stock Details MOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-225
Closed -$6.03K – 505
2024
Q3 		$6.03K Hold
225
– – ﹤0.01% 376
2024
Q2 		$6.5K Hold
225
– – ﹤0.01% 352
2024
Q1 		$7.3K Hold
225
– – ﹤0.01% 349
2023
Q4 		$8.04K Buy
+225
New +$7.95K ﹤0.01% 313

Other funds holding MOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Atlantic Edge Private Wealth Management's MOS Position: Q4 2024 in Review

Atlantic Edge Private Wealth Management sold out of The Mosaic Company (MOS) in Q4 2024, closing a stake of 225 shares — an estimated $6.03K sold.

Atlantic Edge Private Wealth Management first reported a position in MOS in Q4 2023 and held it in 4 quarters. The position peaked at $8.04K in Q4 2023. 626 funds tracked by Wall St. Rank hold MOS as of Q4 2024.

  • Atlantic Edge Private Wealth Management reported no remaining The Mosaic Company position as of Q4 2024 after selling out during the quarter.
  • Atlantic Edge Private Wealth Management sold 225 The Mosaic Company shares in Q4 2024, an estimated $6.03K.
  • Atlantic Edge Private Wealth Management first reported a position in The Mosaic Company in Q4 2023 and held it in 4 quarters.
  • Atlantic Edge Private Wealth Management's The Mosaic Company position peaked at $8.04K in Q4 2023.
  • 626 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2024.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q4 2024, filed 29 Jan 2025.