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Graham Capital Wealth Management’s The Mosaic Company MOS Stock Holding History

Graham Capital 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
2023
Q2 		– Sell
-2,652
Closed -$1.22M – 104
2023
Q1 		$1.22M Buy
+2,652
New +$128K 0.18% 60

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

Graham Capital Wealth Management's MOS Position: Q2 2023 in Review

Graham Capital Wealth Management sold out of The Mosaic Company (MOS) in Q2 2023, closing a stake of 2,652 shares — an estimated $1.22M sold.

Graham Capital Wealth Management first reported a position in MOS in Q1 2023 and held it in 1 quarter. The position peaked at $1.22M in Q1 2023. 673 funds tracked by Wall St. Rank hold MOS as of Q2 2023.

  • Graham Capital Wealth Management reported no remaining The Mosaic Company position as of Q2 2023 after selling out during the quarter.
  • Graham Capital Wealth Management sold 2,652 The Mosaic Company shares in Q2 2023, an estimated $1.22M.
  • Graham Capital Wealth Management first reported a position in The Mosaic Company in Q1 2023 and held it in 1 quarter.
  • Graham Capital Wealth Management's The Mosaic Company position peaked at $1.22M in Q1 2023.
  • 673 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2023.

Based on Graham Capital Wealth Management's 13F filing for Q2 2023, filed 25 Jul 2023.