CWM
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Cranbrook Wealth Management’s The Mosaic Company MOS Stock Holding History

Cranbrook 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
Q4 		– Sell
-85
Closed -$3K – 401
2021
Q3 		$3K Buy
+85
New +$2.72K ﹤0.01% 381

Other funds holding MOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Cranbrook Wealth Management's MOS Position: Q4 2021 in Review

Cranbrook Wealth Management sold out of The Mosaic Company (MOS) in Q4 2021, closing a stake of 85 shares — an estimated $3K sold.

Cranbrook Wealth Management first reported a position in MOS in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 679 funds tracked by Wall St. Rank hold MOS as of Q4 2021.

  • Cranbrook Wealth Management reported no remaining The Mosaic Company position as of Q4 2021 after selling out during the quarter.
  • Cranbrook Wealth Management sold 85 The Mosaic Company shares in Q4 2021, an estimated $3K.
  • Cranbrook Wealth Management first reported a position in The Mosaic Company in Q3 2021 and held it in 1 quarter.
  • Cranbrook Wealth Management's The Mosaic Company position peaked at $3K in Q3 2021.
  • 679 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2021.

Based on Cranbrook Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.