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

B. Riley 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
2022
Q2 		– Sell
-3,615
Closed -$240K – 788
2022
Q1 		$240K Buy
+3,615
New +$181K 0.02% 507
2014
Q3 		– Sell
-3,583
Closed -$177K – 1127
2014
Q2 		$177K Buy
3,583
+430
+14% +$21.2K 0.11% 245
2014
Q1 		$158K Buy
+3,153
New +$150K 0.12% 235

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

B. Riley Wealth Management's MOS Position: Q2 2022 in Review

B. Riley Wealth Management sold out of The Mosaic Company (MOS) in Q2 2022, closing a stake of 3,615 shares — an estimated $240K sold.

B. Riley Wealth Management first reported a position in MOS in Q1 2014 and held it in 3 quarters. The position peaked at $240K in Q1 2022. 781 funds tracked by Wall St. Rank hold MOS as of Q2 2022.

  • B. Riley Wealth Management reported no remaining The Mosaic Company position as of Q2 2022 after selling out during the quarter.
  • B. Riley Wealth Management sold 3,615 The Mosaic Company shares in Q2 2022, an estimated $240K.
  • B. Riley Wealth Management first reported a position in The Mosaic Company in Q1 2014 and held it in 3 quarters.
  • B. Riley Wealth Management's The Mosaic Company position peaked at $240K in Q1 2022.
  • 781 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.