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B. Riley Wealth Advisors’s The Mosaic Company MOS Stock Holding History

B. Riley 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
2024
Q3 		– Sell
-8,504
Closed -$246K – 1366
2024
Q2 		$246K Sell
8,504
-63,886
-88% -$1.92M 0.01% 1122
2024
Q1 		$2.58M Buy
72,390
+63,129
+682% +$2.01M 0.07% 281
2023
Q4 		$331K Sell
9,261
-63,129
-87% -$2.23M 0.01% 1008
2023
Q3 		$2.58M Buy
72,390
+2,740
+4% +$105K 0.07% 281
2023
Q2 		$2.44M Buy
69,650
+30,233
+77% +$1.17M 0.05% 315
2023
Q1 		$1.81M Buy
39,417
+2,287
+6% +$111K 0.05% 374
2022
Q4 		$1.63M Buy
37,130
+6,661
+22% +$330K 0.05% 394
2022
Q3 		$1.47M Buy
30,469
+3,137
+11% +$162K 0.04% 384
2022
Q2 		$1.29M Buy
27,332
+5,056
+23% +$310K 0.05% 337
2022
Q1 		$1.48M Buy
22,276
+16,601
+293% +$830K 0.05% 365
2021
Q4 		$224K Sell
5,675
-248
-4% -$9.49K 0.01% 1221
2021
Q3 		$211K Sell
5,923
-2,193
-27% -$70.1K 0.01% 1219
2021
Q2 		$259K Sell
8,116
-47,188
-85% -$1.6M 0.01% 1106
2021
Q1 		$1.75M Buy
+55,304
New +$1.63M 0.06% 342
2015
Q3 		– Sell
-4,979
Closed -$234K – 592
2015
Q2 		$234K Buy
+4,979
New +$226K 0.06% 399
2015
Q1 		– Sell
-4,978
Closed -$227K – 1426
2014
Q4 		$227K Sell
4,978
-850
-15% -$37.7K ﹤0.01% 1322
2014
Q3 		$259K Sell
5,828
-6,226
-52% -$293K 0.07% 417
2014
Q2 		$298K Buy
12,054
+6,027
+100% +$297K 0.07% 318
2014
Q1 		$301K Sell
6,027
-1,013
-14% -$48.3K 0.09% 263
2013
Q4 		$333K Buy
7,040
+2,700
+62% +$125K 0.11% 217
2013
Q3 		$187K Buy
4,340
+764
+21% +$35.6K 0.06% 354
2013
Q2 		$192K Buy
+3,576
New +$213K 0.07% 338

Other funds holding MOS

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

B. Riley Wealth Advisors's MOS Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of The Mosaic Company (MOS) in Q3 2024, closing a stake of 8,504 shares — an estimated $246K sold.

B. Riley Wealth Advisors first reported a position in MOS in Q2 2013 and held it in 22 quarters. The position peaked at $2.58M in Q1 2024. 635 funds tracked by Wall St. Rank hold MOS as of Q3 2024.

  • B. Riley Wealth Advisors reported no remaining The Mosaic Company position as of Q3 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 8,504 The Mosaic Company shares in Q3 2024, an estimated $246K.
  • B. Riley Wealth Advisors first reported a position in The Mosaic Company in Q2 2013 and held it in 22 quarters.
  • B. Riley Wealth Advisors's The Mosaic Company position peaked at $2.58M in Q1 2024.
  • 635 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.