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Atlas Capital Advisors’s The Mosaic Company MOS Stock Holding History

Atlas Capital Advisors’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
Q1 		– Sell
-178
Closed -$6.36K – 940
2023
Q4 		$6.36K Sell
178
-161
-47% -$5.69K ﹤0.01% 780
2023
Q3 		$12.1K Hold
339
– – ﹤0.01% 690
2023
Q2 		$11.9K Sell
339
-63
-16% -$2.44K ﹤0.01% 725
2023
Q1 		$18.4K Sell
402
-1,202
-75% -$58.2K ﹤0.01% 695
2022
Q4 		$70.4K Sell
1,604
-1,606
-50% -$79.5K 0.01% 491
2022
Q3 		$155K Hold
3,210
– – 0.03% 377
2022
Q2 		$152K Buy
3,210
+3,032
+1,703% +$186K 0.03% 399
2022
Q1 		$11.8K Buy
+178
New +$8.9K ﹤0.01% 686
2021
Q3 		– Sell
-10,968
Closed -$350K – 964
2021
Q2 		$350K Buy
+10,968
New +$372K 0.06% 267
2019
Q4 		– Sell
-249
Closed -$5.1K – 655
2019
Q3 		$5.1K Sell
249
-688
-73% -$15K ﹤0.01% 608
2019
Q2 		$23.5K Sell
937
-6,690
-88% -$163K 0.01% 546
2019
Q1 		$208K Sell
7,627
-1,540
-17% -$47K 0.08% 257
2018
Q4 		$268K Buy
+9,167
New +$302K 0.11% 223

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Atlas Capital Advisors's MOS Position: Q1 2024 in Review

Atlas Capital Advisors sold out of The Mosaic Company (MOS) in Q1 2024, closing a stake of 178 shares — an estimated $6.36K sold.

Atlas Capital Advisors first reported a position in MOS in Q4 2018 and held it in 13 quarters. The position peaked at $350K in Q2 2021. 655 funds tracked by Wall St. Rank hold MOS as of Q1 2024.

  • Atlas Capital Advisors reported no remaining The Mosaic Company position as of Q1 2024 after selling out during the quarter.
  • Atlas Capital Advisors sold 178 The Mosaic Company shares in Q1 2024, an estimated $6.36K.
  • Atlas Capital Advisors first reported a position in The Mosaic Company in Q4 2018 and held it in 13 quarters.
  • Atlas Capital Advisors's The Mosaic Company position peaked at $350K in Q2 2021.
  • 655 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2024.

Based on Atlas Capital Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.