Avior Wealth Management’s The Mosaic Company MOS Stock Holding History

Avior Wealth Management’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
2025 Q1	–	Sell	-260	Closed	-$6.39K	–	1722
2024 Q4	$6.39K	Buy	260 +179	+221%	+$4.68K	﹤0.01%	1779
2024 Q3	$2.17K	Buy	81 +28	+53%	+$770	﹤0.01%	1966
2024 Q2	$1.53K	Sell	53 -344	-87%	-$10.4K	﹤0.01%	1980
2024 Q1	$12.9K	Buy	+397	New	+$12.6K	﹤0.01%	1774
2023 Q4	–	Sell	-194	Closed	-$6.91K	–	1618
2023 Q3	$6.91K	Buy	+194	New	+$7.44K	﹤0.01%	1103
2023 Q2	–	Sell	-88	Closed	-$4.04K	–	1634
2023 Q1	$4.04K	Buy	+88	New	+$4.26K	﹤0.01%	1257

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Avior Wealth Management's MOS Position: Q1 2025 in Review

Avior Wealth Management sold out of The Mosaic Company (MOS) in Q1 2025, closing a stake of 260 shares — an estimated $6.39K sold.

Avior Wealth Management first reported a position in MOS in Q1 2023 and held it in 6 quarters. The position peaked at $12.9K in Q1 2024. 629 funds tracked by Wall St. Rank hold MOS as of Q1 2025.

Avior Wealth Management reported no remaining The Mosaic Company position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 260 The Mosaic Company shares in Q1 2025, an estimated $6.39K.
Avior Wealth Management first reported a position in The Mosaic Company in Q1 2023 and held it in 6 quarters.
Avior Wealth Management's The Mosaic Company position peaked at $12.9K in Q1 2024.
629 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.