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Heritage Wealth Management (Arizona)’s The Mosaic Company MOS Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$26.3K Buy
600
+300
+100% +$14.9K ﹤0.01% 612
2022
Q3 		$14K Hold
300
– – ﹤0.01% 601
2022
Q2 		$14.2K Hold
300
– – ﹤0.01% 608
2022
Q1 		$20K Buy
+300
New +$15K 0.01% 601
2021
Q3 		$11K Hold
300
– – ﹤0.01% 641
2021
Q2 		$10K Hold
300
– – ﹤0.01% 661
2021
Q1 		$9K Buy
+300
New +$8.85K 0.01% 590

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s MOS Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its The Mosaic Company (MOS) stake by 100% in Q4 2022, buying an estimated $14.9K and bringing the position to 600 shares worth $26.3K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

Heritage Wealth Management (Arizona) first reported a position in MOS in Q1 2021 and has held it in 7 quarters since. 763 funds tracked by Wall St. Rank hold MOS as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 600 shares of The Mosaic Company worth $26.3K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 300 The Mosaic Company shares in Q4 2022, an estimated $14.9K.
  • The Mosaic Company made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #612 holding.
  • Heritage Wealth Management (Arizona) first reported a position in The Mosaic Company in Q1 2021 and has held it in 7 quarters since.
  • 763 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.