Atlas Private Wealth Advisors’s The Mosaic Company MOS Stock Holding History

Atlas Private Wealth 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
2021 Q4	–	Sell	-38	Closed	-$1K	–	498
2021 Q3	$1K	Hold	38	–	–	﹤0.01%	719
2021 Q2	$1K	Sell	38 -139	-79%	-$4.71K	﹤0.01%	742
2021 Q1	$6K	Hold	177	–	–	﹤0.01%	584
2020 Q4	$4K	Hold	177	–	–	﹤0.01%	563
2020 Q3	$3K	Hold	177	–	–	﹤0.01%	539
2020 Q2	$2K	Buy	+177	New	+$2.12K	﹤0.01%	595

Other funds holding MOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SCP

Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

Atlas Private Wealth Advisors's MOS Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of The Mosaic Company (MOS) in Q4 2021, closing a stake of 38 shares — an estimated $1K sold.

Atlas Private Wealth Advisors first reported a position in MOS in Q2 2020 and held it in 6 quarters. The position peaked at $6K in Q1 2021. 680 funds tracked by Wall St. Rank hold MOS as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining The Mosaic Company position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 38 The Mosaic Company shares in Q4 2021, an estimated $1K.
Atlas Private Wealth Advisors first reported a position in The Mosaic Company in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's The Mosaic Company position peaked at $6K in Q1 2021.
680 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.