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

BerganKDV 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
2023
Q2 		– Sell
-469
Closed -$21.5K – 993
2023
Q1 		$21.5K Buy
469
+3
+0.6% +$145 ﹤0.01% 510
2022
Q4 		$20.5K Buy
466
+1
+0.2% +$50 ﹤0.01% 491
2022
Q3 		$22K Buy
465
+1
+0.2% +$52 ﹤0.01% 481
2022
Q2 		$22K Sell
464
-36
-7% -$2.21K ﹤0.01% 486
2022
Q1 		$33K Buy
+500
New +$25K ﹤0.01% 446
2020
Q4 		– Sell
-34
Closed -$1K – 990
2020
Q3 		$1K Hold
34
– – ﹤0.01% 835
2020
Q2 		$0 Buy
+34
New +$407 ﹤0.01% 1041

Other funds holding MOS

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BerganKDV Wealth Management's MOS Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of The Mosaic Company (MOS) in Q2 2023, closing a stake of 469 shares — an estimated $21.5K sold.

BerganKDV Wealth Management first reported a position in MOS in Q2 2020 and held it in 7 quarters. The position peaked at $33K in Q1 2022. 673 funds tracked by Wall St. Rank hold MOS as of Q2 2023.

  • BerganKDV Wealth Management reported no remaining The Mosaic Company position as of Q2 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 469 The Mosaic Company shares in Q2 2023, an estimated $21.5K.
  • BerganKDV Wealth Management first reported a position in The Mosaic Company in Q2 2020 and held it in 7 quarters.
  • BerganKDV Wealth Management's The Mosaic Company position peaked at $33K in Q1 2022.
  • 673 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.