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Curi Wealth Management’s The Mosaic Company MOS Stock Holding History

Curi 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
2022
Q3 		– Sell
-1,314
Closed -$62K – 504
2022
Q2 		$62K Hold
1,314
– – 0.01% 212
2022
Q1 		$87K Buy
1,314
+1,300
+9,286% +$65K 0.02% 169
2021
Q4 		$0 Buy
+14
New +$536 ﹤0.01% 559
2021
Q1 		– Sell
-14
Closed – – 335
2020
Q4 		$0 Buy
+14
New +$282 ﹤0.01% 471

Other funds holding MOS

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Curi Wealth Management's MOS Position: Q3 2022 in Review

Curi Wealth Management sold out of The Mosaic Company (MOS) in Q3 2022, closing a stake of 1,314 shares — an estimated $62K sold.

Curi Wealth Management first reported a position in MOS in Q4 2020 and held it in 4 quarters. The position peaked at $87K in Q1 2022. 756 funds tracked by Wall St. Rank hold MOS as of Q3 2022.

  • Curi Wealth Management reported no remaining The Mosaic Company position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 1,314 The Mosaic Company shares in Q3 2022, an estimated $62K.
  • Curi Wealth Management first reported a position in The Mosaic Company in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's The Mosaic Company position peaked at $87K in Q1 2022.
  • 756 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.