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Heritage Wealth Advisors’s The Mosaic Company MOS Stock Holding History

Heritage Wealth Advisors’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
2021
Q2 		– Sell
-750
Closed -$23.7K – 578
2021
Q1 		$23.7K Buy
750
+500
+200% +$14.7K ﹤0.01% 408
2020
Q4 		$6K Buy
+250
New +$5.03K ﹤0.01% 483

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Heritage Wealth Advisors's MOS Position: Q2 2021 in Review

Heritage Wealth Advisors sold out of The Mosaic Company (MOS) in Q2 2021, closing a stake of 750 shares — an estimated $23.7K sold.

Heritage Wealth Advisors first reported a position in MOS in Q4 2020 and held it in 2 quarters. The position peaked at $23.7K in Q1 2021. 596 funds tracked by Wall St. Rank hold MOS as of Q2 2021.

  • Heritage Wealth Advisors reported no remaining The Mosaic Company position as of Q2 2021 after selling out during the quarter.
  • Heritage Wealth Advisors sold 750 The Mosaic Company shares in Q2 2021, an estimated $23.7K.
  • Heritage Wealth Advisors first reported a position in The Mosaic Company in Q4 2020 and held it in 2 quarters.
  • Heritage Wealth Advisors's The Mosaic Company position peaked at $23.7K in Q1 2021.
  • 596 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2021.

Based on Heritage Wealth Advisors's 13F filing for Q2 2021, filed 27 Jul 2021.