Blue Bell Private Wealth Management’s The Mosaic Company MOS Stock Holding History

Blue Bell Private 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 Q1	–	Sell	-85	Closed	-$3.73K	–	686
2022 Q4	$3.73K	Sell	85 -150	-64%	-$7.43K	﹤0.01%	504
2022 Q3	$11K	Hold	235	–	–	﹤0.01%	363
2022 Q2	$11K	Buy	235 +60	+34%	+$3.67K	﹤0.01%	375
2022 Q1	$12K	Hold	175	–	–	﹤0.01%	389
2021 Q4	$7K	Buy	+175	New	+$6.7K	﹤0.01%	475

Other funds holding MOS

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Blue Bell Private Wealth Management's MOS Position: Q1 2023 in Review

Blue Bell Private Wealth Management sold out of The Mosaic Company (MOS) in Q1 2023, closing a stake of 85 shares — an estimated $3.73K sold.

Blue Bell Private Wealth Management first reported a position in MOS in Q4 2021 and held it in 5 quarters. The position peaked at $12K in Q1 2022. 718 funds tracked by Wall St. Rank hold MOS as of Q1 2023.

Blue Bell Private Wealth Management reported no remaining The Mosaic Company position as of Q1 2023 after selling out during the quarter.
Blue Bell Private Wealth Management sold 85 The Mosaic Company shares in Q1 2023, an estimated $3.73K.
Blue Bell Private Wealth Management first reported a position in The Mosaic Company in Q4 2021 and held it in 5 quarters.
Blue Bell Private Wealth Management's The Mosaic Company position peaked at $12K in Q1 2022.
718 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2023.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2023, filed 8 May 2023.