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CWM
Cedar Wealth Management’s
The Mosaic Company
MOS
Stock Holding History
Cedar 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
2021
Q3
–
Sell
-5,353
Closed
-$171K
–
274
2021
Q2
$171K
Sell
5,353
-8,875
-62%
-$301K
0.08%
112
2021
Q1
$450K
Sell
14,228
-3,867
-21%
-$114K
0.22%
76
2020
Q4
$416K
Sell
18,095
-9,146
-34%
-$184K
0.22%
70
2020
Q3
$498K
Buy
27,241
+250
+0.9%
+$4.07K
0.31%
55
2020
Q2
$338K
Hold
26,991
–
–
0.23%
60
2020
Q1
$292K
Buy
26,991
+10,124
+60%
+$172K
0.2%
62
2019
Q4
$365K
Sell
16,867
-3,488
-17%
-$69.2K
0.22%
51
2019
Q3
$417K
Buy
20,355
+4,095
+25%
+$89.2K
0.28%
37
2019
Q2
$407K
Sell
16,260
-287
-2%
-$7K
0.26%
31
2019
Q1
$452K
Sell
16,547
-1,240
-7%
-$37.8K
0.28%
29
2018
Q4
$520K
Sell
17,787
-40
-0.2%
-$1.32K
0.37%
25
2018
Q3
$579K
Buy
17,827
+8,138
+84%
+$245K
0.3%
27
2018
Q2
$272K
Hold
9,689
–
–
0.15%
39
2018
Q1
$235K
Buy
9,689
+4,325
+81%
+$114K
0.15%
42
2017
Q4
$138K
Buy
5,364
+3,554
+196%
+$81.7K
0.08%
68
2017
Q3
$39K
Buy
+1,810
New
+$39.2K
0.02%
91
Other funds holding MOS
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Boston Partners
Boston, Massachusetts
$95.5B AUM
28.4%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.72%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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