CWAF
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Core Wealth Advisors (Florida)’s The Mosaic Company MOS Stock Holding History

Core Wealth Advisors (Florida)’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
2024
Q2 		– Sell
-383
Closed -$12.4K – 168
2024
Q1 		$12.4K Sell
383
-2,000
-84% -$63.7K ﹤0.01% 174
2023
Q4 		$85.1K Hold
2,383
– – 0.03% 72
2023
Q3 		$84.8K Hold
2,383
– – 0.03% 65
2023
Q2 		$83.4K Hold
2,383
– – 0.03% 70
2023
Q1 		$109K Hold
2,383
– – 0.04% 61
2022
Q4 		$105K Hold
2,383
– – 0.05% 58
2022
Q3 		$115K Buy
2,383
+383
+19% +$19.8K 0.07% 46
2022
Q2 		$94K Hold
2,000
– – 0.06% 52
2022
Q1 		$133K Hold
2,000
– – 0.07% 46
2021
Q4 		$79K Hold
2,000
– – 0.05% 67
2021
Q3 		$71K Buy
+2,000
New +$64K 0.05% 70

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State Street
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
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Geode Capital Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return