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Atria Wealth Solutions’s The Mosaic Company MOS Stock Holding History

Atria Wealth Solutions’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
2023
Q2 		– Sell
-5,256
Closed -$241K – 1945
2023
Q1 		$241K Buy
+5,256
New +$255K ﹤0.01% 1551
2022
Q2 		– Sell
-18,343
Closed -$1.22M – 1798
2022
Q1 		$1.22M Buy
+18,343
New +$917K 0.02% 644

Other funds holding MOS

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Atria Wealth Solutions's MOS Position: Q2 2023 in Review

Atria Wealth Solutions sold out of The Mosaic Company (MOS) in Q2 2023, closing a stake of 5,256 shares — an estimated $241K sold.

Atria Wealth Solutions first reported a position in MOS in Q1 2022 and held it in 2 quarters. The position peaked at $1.22M in Q1 2022. 673 funds tracked by Wall St. Rank hold MOS as of Q2 2023.

  • Atria Wealth Solutions reported no remaining The Mosaic Company position as of Q2 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 5,256 The Mosaic Company shares in Q2 2023, an estimated $241K.
  • Atria Wealth Solutions first reported a position in The Mosaic Company in Q1 2022 and held it in 2 quarters.
  • Atria Wealth Solutions's The Mosaic Company position peaked at $1.22M in Q1 2022.
  • 673 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2023.

Based on Atria Wealth Solutions's 13F filing for Q2 2023, filed 3 Aug 2023.