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

Edge 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 Q1	–	Sell	-750	Closed	-$29K	–	309
2021 Q4	$29K	Hold	750	–	–	0.01%	225
2021 Q3	$27K	Hold	750	–	–	0.01%	237
2021 Q2	$24K	Hold	750	–	–	﹤0.01%	258
2021 Q1	$24K	Hold	750	–	–	0.01%	251
2020 Q4	$17K	Hold	750	–	–	﹤0.01%	255
2020 Q3	$14K	Sell	750 -500	-40%	-$8.14K	﹤0.01%	297
2020 Q2	$16K	Hold	1,250	–	–	﹤0.01%	401
2020 Q1	$13K	Sell	1,250 -941	-43%	-$16K	﹤0.01%	373
2019 Q4	$47K	Sell	2,191 -2,997	-58%	-$59.4K	0.01%	258
2019 Q3	$106K	Buy	5,188 +1,390	+37%	+$30.3K	0.02%	187
2019 Q2	$94K	Buy	+3,798	New	+$92.7K	0.02%	201
2018 Q1	–	Sell	-800	Closed	-$20K	–	571
2017 Q4	$20K	Buy	+800	New	+$18.4K	0.01%	310
2015 Q4	–	Sell	-1,500	Closed	-$46K	–	480
2015 Q3	$46K	Hold	1,500	–	–	0.02%	182
2015 Q2	$70K	Hold	1,500	–	–	0.02%	169
2015 Q1	$70K	Hold	1,500	–	–	0.02%	163
2014 Q4	$69K	Hold	1,500	–	–	0.03%	172
2014 Q3	$66K	Hold	1,500	–	–	0.03%	168
2014 Q2	$74K	Hold	1,500	–	–	0.03%	154
2014 Q1	$75K	Sell	1,500 -1,000	-40%	-$47.6K	0.03%	147
2013 Q4	$118K	Buy	2,500 +500	+25%	+$23.2K	0.05%	114
2013 Q3	$86K	Buy	+2,000	New	+$93.1K	0.05%	108

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

SCP

Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Edge Wealth Management's MOS Position: Q1 2022 in Review

Edge Wealth Management sold out of The Mosaic Company (MOS) in Q1 2022, closing a stake of 750 shares — an estimated $29K sold.

Edge Wealth Management first reported a position in MOS in Q3 2013 and held it in 21 quarters. The position peaked at $118K in Q4 2013. 830 funds tracked by Wall St. Rank hold MOS as of Q1 2022.

Edge Wealth Management reported no remaining The Mosaic Company position as of Q1 2022 after selling out during the quarter.
Edge Wealth Management sold 750 The Mosaic Company shares in Q1 2022, an estimated $29K.
Edge Wealth Management first reported a position in The Mosaic Company in Q3 2013 and held it in 21 quarters.
Edge Wealth Management's The Mosaic Company position peaked at $118K in Q4 2013.
830 funds tracked by Wall St. Rank held The Mosaic Company as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.