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Fortem Financial Group’s The Mosaic Company MOS Stock Holding History

Fortem Financial Group’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
2023
Q2 		– Sell
-12,891
Closed -$591K – 165
2023
Q1 		$591K Buy
12,891
+2,251
+21% +$109K 0.39% 89
2022
Q4 		$467K Sell
10,640
-1,213
-10% -$60.1K 0.27% 105
2022
Q3 		$573K Buy
+11,853
New +$613K 0.4% 78

Other funds holding MOS

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fortem Financial Group's MOS Position: Q2 2023 in Review

Fortem Financial Group sold out of The Mosaic Company (MOS) in Q2 2023, closing a stake of 12,891 shares — an estimated $591K sold.

Fortem Financial Group first reported a position in MOS in Q3 2022 and held it in 3 quarters. The position peaked at $591K in Q1 2023. 673 funds tracked by Wall St. Rank hold MOS as of Q2 2023.

  • Fortem Financial Group reported no remaining The Mosaic Company position as of Q2 2023 after selling out during the quarter.
  • Fortem Financial Group sold 12,891 The Mosaic Company shares in Q2 2023, an estimated $591K.
  • Fortem Financial Group first reported a position in The Mosaic Company in Q3 2022 and held it in 3 quarters.
  • Fortem Financial Group's The Mosaic Company position peaked at $591K in Q1 2023.
  • 673 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2023.

Based on Fortem Financial Group's 13F filing for Q2 2023, filed 18 Jul 2023.