BDO Wealth Advisors’s The Mosaic Company MOS Stock Holding History

BDO 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
2023 Q2	$7.88K	Hold	225	–	–	﹤0.01%	726
2023 Q1	$10.3K	Hold	225	–	–	﹤0.01%	700
2022 Q4	$9.87K	Hold	225	–	–	﹤0.01%	683
2022 Q3	$11K	Hold	225	–	–	﹤0.01%	688
2022 Q2	$11K	Hold	225	–	–	﹤0.01%	667
2022 Q1	$15K	Hold	225	–	–	﹤0.01%	652
2021 Q4	$9K	Hold	225	–	–	﹤0.01%	743
2021 Q3	$8K	Hold	225	–	–	﹤0.01%	764
2021 Q2	$7K	Hold	225	–	–	﹤0.01%	815
2021 Q1	$7K	Buy	+225	New	+$6.63K	﹤0.01%	796
2019 Q4	–	Sell	-35,000	Closed	-$718K	–	617
2019 Q3	$718K	Buy	+35,000	New	+$762K	0.18%	98

Other funds holding MOS

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BDO Wealth Advisors's MOS Position: Q2 2023 in Review

BDO Wealth Advisors held its The Mosaic Company (MOS) position steady in Q2 2023 at 225 shares worth $7.88K. The position accounts for ﹤0.01% of the portfolio, ranked #726.

BDO Wealth Advisors first reported a position in MOS in Q3 2019 and has held it in 11 quarters since. The position peaked at $718K in Q3 2019. 673 funds tracked by Wall St. Rank hold MOS as of Q2 2023.

BDO Wealth Advisors held 225 shares of The Mosaic Company worth $7.88K as of Q2 2023.
BDO Wealth Advisors left its The Mosaic Company share count unchanged in Q2 2023.
The Mosaic Company made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #726 holding.
BDO Wealth Advisors first reported a position in The Mosaic Company in Q3 2019 and has held it in 11 quarters since.
BDO Wealth Advisors's The Mosaic Company position peaked at $718K in Q3 2019.
673 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.