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Cypress Point Wealth Management’s The Mosaic Company MOS Stock Holding History

Cypress Point 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
Q3 		– Sell
-300
Closed -$10K – 191
2021
Q2 		$10K Buy
+300
New +$10.2K 0.01% 136

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Cypress Point Wealth Management's MOS Position: Q3 2021 in Review

Cypress Point Wealth Management sold out of The Mosaic Company (MOS) in Q3 2021, closing a stake of 300 shares — an estimated $10K sold.

Cypress Point Wealth Management first reported a position in MOS in Q2 2021 and held it in 1 quarter. The position peaked at $10K in Q2 2021. 606 funds tracked by Wall St. Rank hold MOS as of Q3 2021.

  • Cypress Point Wealth Management reported no remaining The Mosaic Company position as of Q3 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 300 The Mosaic Company shares in Q3 2021, an estimated $10K.
  • Cypress Point Wealth Management first reported a position in The Mosaic Company in Q2 2021 and held it in 1 quarter.
  • Cypress Point Wealth Management's The Mosaic Company position peaked at $10K in Q2 2021.
  • 606 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2021.

Based on Cypress Point Wealth Management's 13F filing for Q3 2021, filed 5 Nov 2021.