Baldwin Wealth Partners’s The Mosaic Company MOS Stock Holding History

Baldwin Wealth 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
2022 Q4	–	Sell	-500	Closed	-$24K	–	805
2022 Q3	$24K	Sell	500 -1,000	-67%	-$51.7K	﹤0.01%	430
2022 Q2	$71K	Hold	1,500	–	–	0.01%	297
2022 Q1	$100K	Buy	+1,500	New	+$75K	0.01%	273
2018 Q3	–	Sell	-2,000	Closed	-$56K	–	535
2018 Q2	$56K	Buy	2,000 +1,000	+100%	+$27.1K	0.01%	304
2018 Q1	$24K	Hold	1,000	–	–	﹤0.01%	366
2017 Q4	$26K	Buy	+1,000	New	+$23K	﹤0.01%	348
2017 Q1	–	Sell	-194	Closed	-$6K	–	522
2016 Q4	$6K	Hold	194	–	–	﹤0.01%	462
2016 Q3	$5K	Hold	194	–	–	﹤0.01%	490
2016 Q2	$5K	Buy	+194	New	+$5.15K	﹤0.01%	427

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Baldwin Wealth Partners's MOS Position: Q4 2022 in Review

Baldwin Wealth Partners sold out of The Mosaic Company (MOS) in Q4 2022, closing a stake of 500 shares — an estimated $24K sold.

Baldwin Wealth Partners first reported a position in MOS in Q2 2016 and held it in 9 quarters. The position peaked at $100K in Q1 2022. 763 funds tracked by Wall St. Rank hold MOS as of Q4 2022.

Baldwin Wealth Partners reported no remaining The Mosaic Company position as of Q4 2022 after selling out during the quarter.
Baldwin Wealth Partners sold 500 The Mosaic Company shares in Q4 2022, an estimated $24K.
Baldwin Wealth Partners first reported a position in The Mosaic Company in Q2 2016 and held it in 9 quarters.
Baldwin Wealth Partners's The Mosaic Company position peaked at $100K in Q1 2022.
763 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2022.

Based on Baldwin Wealth Partners's 13F filing for Q4 2022, filed 27 Jan 2023.