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

Other funds holding MOS

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Core Wealth Advisors (Florida)'s MOS Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of The Mosaic Company (MOS) in Q2 2024, closing a stake of 383 shares — an estimated $12.4K sold.

Core Wealth Advisors (Florida) first reported a position in MOS in Q3 2021 and held it in 11 quarters. The position peaked at $133K in Q1 2022. 645 funds tracked by Wall St. Rank hold MOS as of Q2 2024.

Core Wealth Advisors (Florida) reported no remaining The Mosaic Company position as of Q2 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 383 The Mosaic Company shares in Q2 2024, an estimated $12.4K.
Core Wealth Advisors (Florida) first reported a position in The Mosaic Company in Q3 2021 and held it in 11 quarters.
Core Wealth Advisors (Florida)'s The Mosaic Company position peaked at $133K in Q1 2022.
645 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.