FGC
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Financial Gravity Companies’s The Mosaic Company MOS Stock Holding History

Financial Gravity Companies’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
2024
Q4 		$3.69K Hold
150
– – ﹤0.01% 699
2024
Q3 		$4.02K Buy
+150
New +$4.13K ﹤0.01% 441
2018
Q4 		$16K Buy
+504
New +$16.6K 0.01% 505
2018
Q1 		$19K Buy
+701
New +$18.4K 0.02% 508

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Financial Gravity Companies's MOS Position: Q4 2024 in Review

Financial Gravity Companies held its The Mosaic Company (MOS) position steady in Q4 2024 at 150 shares worth $3.69K. The position accounts for ﹤0.01% of the portfolio, ranked #699.

Financial Gravity Companies first reported a position in MOS in Q1 2018 and has held it in 4 quarters since. The position peaked at $19K in Q1 2018. 626 funds tracked by Wall St. Rank hold MOS as of Q4 2024.

  • Financial Gravity Companies held 150 shares of The Mosaic Company worth $3.69K as of Q4 2024.
  • Financial Gravity Companies left its The Mosaic Company share count unchanged in Q4 2024.
  • The Mosaic Company made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2024, its #699 holding.
  • Financial Gravity Companies first reported a position in The Mosaic Company in Q1 2018 and has held it in 4 quarters since.
  • Financial Gravity Companies's The Mosaic Company position peaked at $19K in Q1 2018.
  • 626 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2024.

Based on Financial Gravity Companies's 13F filing for Q4 2024, filed 14 Feb 2025.