AWE
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Avidian Wealth Enterprises’s The Mosaic Company MOS Stock Holding History

Avidian Wealth Enterprises’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
2022
Q2 		– Sell
-35,000
Closed -$2.33M – 484
2022
Q1 		$2.33M Buy
+35,000
New +$1.75M 0.14% 109

Other funds holding MOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Avidian Wealth Enterprises's MOS Position: Q3 2024 in Review

Avidian Wealth Enterprises sold out of The Mosaic Company (MOS) in Q3 2024, closing a stake of 7,024 shares — an estimated $203K sold.

Avidian Wealth Enterprises first reported a position in MOS in Q2 2024 and held it in 1 quarter. The position peaked at $203K in Q2 2024. 634 funds tracked by Wall St. Rank hold MOS as of Q3 2024.

  • Avidian Wealth Enterprises reported no remaining The Mosaic Company position as of Q3 2024 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 7,024 The Mosaic Company shares in Q3 2024, an estimated $203K.
  • Avidian Wealth Enterprises first reported a position in The Mosaic Company in Q2 2024 and held it in 1 quarter.
  • Avidian Wealth Enterprises's The Mosaic Company position peaked at $203K in Q2 2024.
  • 634 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2024.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2024, filed 30 Oct 2024.