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First Personal Financial Services’s The Mosaic Company MOS Stock Holding History

First Personal Financial Services’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
Q3 		$81 Buy
+3
New +$83 ﹤0.01% 554
2020
Q1 		– Sell
-28
Closed -$1K – 440
2019
Q4 		$1K Hold
28
– – ﹤0.01% 462
2019
Q3 		$1K Buy
28
+3
+12% +$65 ﹤0.01% 487
2019
Q2 		$1K Buy
+25
New +$610 ﹤0.01% 737

Other funds holding MOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

First Personal Financial Services's MOS Position: Q3 2024 in Review

First Personal Financial Services opened a new position in The Mosaic Company (MOS) in Q3 2024: 3 shares worth $81. The stake represents ﹤0.01% of the portfolio and ranks #554 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in MOS as recently as Q4 2019.

First Personal Financial Services first reported a position in MOS in Q2 2019 and has held it in 4 quarters since. The position peaked at $1K in Q4 2019. 634 funds tracked by Wall St. Rank hold MOS as of Q3 2024.

  • First Personal Financial Services held 3 shares of The Mosaic Company worth $81 as of Q3 2024.
  • The Mosaic Company was a new First Personal Financial Services position in Q3 2024.
  • The Mosaic Company made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #554 holding.
  • First Personal Financial Services first reported a position in The Mosaic Company in Q2 2019 and has held it in 4 quarters since.
  • First Personal Financial Services's The Mosaic Company position peaked at $1K in Q4 2019.
  • 634 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.