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Avantax Planning Partners’s The Mosaic Company MOS Stock Holding History

Avantax Planning Partners’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
-4,417
Closed -$203K – 382
2023
Q1 		$203K Buy
+4,417
New +$214K 0.01% 357
2022
Q4 		– Sell
-4,356
Closed -$211K – 373
2022
Q3 		$211K Sell
4,356
-1,637
-27% -$84.6K 0.01% 323
2022
Q2 		$283K Sell
5,993
-3,840
-39% -$235K 0.01% 279
2022
Q1 		$654K Hold
9,833
– – 0.03% 201
2021
Q4 		$386K Hold
9,833
– – 0.02% 239
2021
Q3 		$351K Sell
9,833
-125
-1% -$4K 0.02% 234
2021
Q2 		$318K Buy
9,958
+800
+9% +$27.1K 0.01% 250
2021
Q1 		$289K Sell
9,158
-1,581
-15% -$46.6K 0.01% 248
2020
Q4 		$247K Sell
10,739
-2,999
-22% -$60.4K 0.01% 249
2020
Q3 		$251K Buy
13,738
+960
+8% +$15.6K 0.01% 253
2020
Q2 		$160K Sell
12,778
-2,248
-15% -$26.9K 0.01% 270
2020
Q1 		$163K Buy
+15,026
New +$255K 0.01% 261
2019
Q2 		– Sell
-8,262
Closed -$226K – 303
2019
Q1 		$226K Sell
8,262
-2
-0% -$61 0.02% 265
2018
Q4 		$241K Buy
8,264
+7,153
+644% +$235K 0.02% 230
2018
Q3 		$36K Buy
+1,111
New +$33.5K ﹤0.01% 560
2018
Q2 		– Sell
-9,788
Closed -$238K – 987
2018
Q1 		$238K Sell
9,788
-731
-7% -$19.2K 0.02% 271
2017
Q4 		$270K Sell
10,519
-3,496
-25% -$80.3K 0.02% 241
2017
Q3 		$303K Buy
+14,015
New +$304K 0.02% 268
2017
Q2 		– Sell
-7,955
Closed -$232K – 347
2017
Q1 		$232K Hold
7,955
– – 0.02% 290
2016
Q4 		$233K Buy
+7,955
New +$213K 0.02% 271

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

Avantax Planning Partners's MOS Position: Q2 2023 in Review

Avantax Planning Partners sold out of The Mosaic Company (MOS) in Q2 2023, closing a stake of 4,417 shares — an estimated $203K sold.

Avantax Planning Partners first reported a position in MOS in Q4 2016 and held it in 20 quarters. The position peaked at $654K in Q1 2022. 673 funds tracked by Wall St. Rank hold MOS as of Q2 2023.

  • Avantax Planning Partners reported no remaining The Mosaic Company position as of Q2 2023 after selling out during the quarter.
  • Avantax Planning Partners sold 4,417 The Mosaic Company shares in Q2 2023, an estimated $203K.
  • Avantax Planning Partners first reported a position in The Mosaic Company in Q4 2016 and held it in 20 quarters.
  • Avantax Planning Partners's The Mosaic Company position peaked at $654K in Q1 2022.
  • 673 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2023.

Based on Avantax Planning Partners's 13F filing for Q2 2023, filed 18 Jul 2023.