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Crewe Advisors’s The Mosaic Company MOS Stock Holding History

Crewe Advisors’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
Q3 		– Sell
-4
Closed -$140 – 798
2023
Q2 		$140 Buy
+4
New +$155 ﹤0.01% 783
2022
Q4 		– Sell
-242
Closed -$12K – 1176
2022
Q3 		$12K Buy
242
+41
+20% +$2.12K ﹤0.01% 613
2022
Q2 		$9K Buy
+201
New +$12.3K ﹤0.01% 630

Other funds holding MOS

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Crewe Advisors's MOS Position: Q3 2023 in Review

Crewe Advisors sold out of The Mosaic Company (MOS) in Q3 2023, closing a stake of 4 shares — an estimated $140 sold.

Crewe Advisors first reported a position in MOS in Q2 2022 and held it in 3 quarters. The position peaked at $12K in Q3 2022. 660 funds tracked by Wall St. Rank hold MOS as of Q3 2023.

  • Crewe Advisors reported no remaining The Mosaic Company position as of Q3 2023 after selling out during the quarter.
  • Crewe Advisors sold 4 The Mosaic Company shares in Q3 2023, an estimated $140.
  • Crewe Advisors first reported a position in The Mosaic Company in Q2 2022 and held it in 3 quarters.
  • Crewe Advisors's The Mosaic Company position peaked at $12K in Q3 2022.
  • 660 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2023.

Based on Crewe Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.