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

Frontier 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 Q2	$378K	Buy	8,009 +471	+6%	+$28.9K	0.03%	273
2022 Q1	$569K	Buy	+7,538	New	+$377K	0.01%	235
2016 Q1	–	Sell	-8,399	Closed	-$232K	–	361
2015 Q4	$232K	Sell	8,399 -3,656	-30%	-$117K	0.04%	291
2015 Q3	$375K	Buy	12,055 +1,079	+10%	+$44.5K	0.06%	231
2015 Q2	$514K	Buy	10,976 +1,936	+21%	+$87.8K	0.08%	202
2015 Q1	$416K	Buy	+9,040	New	+$441K	0.07%	189

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

SCP

Soroban Capital Partners New York $47.8B AUM 11.8% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Frontier Wealth Management's MOS Position: Q2 2022 in Review

Frontier Wealth Management increased its The Mosaic Company (MOS) stake by 6.2% in Q2 2022, buying an estimated $28.9K and bringing the position to 8,009 shares worth $378K. The position accounts for 0.03% of the portfolio, ranked #273.

Frontier Wealth Management first reported a position in MOS in Q1 2015 and has held it in 6 quarters since. The position peaked at $569K in Q1 2022. 781 funds tracked by Wall St. Rank hold MOS as of Q2 2022.

Frontier Wealth Management held 8,009 shares of The Mosaic Company worth $378K as of Q2 2022.
Frontier Wealth Management bought 471 The Mosaic Company shares in Q2 2022, an estimated $28.9K.
The Mosaic Company made up 0.03% of Frontier Wealth Management's portfolio in Q2 2022, its #273 holding.
Frontier Wealth Management first reported a position in The Mosaic Company in Q1 2015 and has held it in 6 quarters since.
Frontier Wealth Management's The Mosaic Company position peaked at $569K in Q1 2022.
781 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.