IAM Advisory’s The Mosaic Company MOS Stock Holding History

IAM Advisory’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 Q3	–	Sell	-15,138	Closed	-$715K	–	82
2022 Q2	$715K	Buy	+15,138	New	+$927K	0.29%	48

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 $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

IAM Advisory's MOS Position: Q3 2022 in Review

IAM Advisory sold out of The Mosaic Company (MOS) in Q3 2022, closing a stake of 15,138 shares — an estimated $715K sold.

IAM Advisory first reported a position in MOS in Q2 2022 and held it in 1 quarter. The position peaked at $715K in Q2 2022. 756 funds tracked by Wall St. Rank hold MOS as of Q3 2022.

IAM Advisory reported no remaining The Mosaic Company position as of Q3 2022 after selling out during the quarter.
IAM Advisory sold 15,138 The Mosaic Company shares in Q3 2022, an estimated $715K.
IAM Advisory first reported a position in The Mosaic Company in Q2 2022 and held it in 1 quarter.
IAM Advisory's The Mosaic Company position peaked at $715K in Q2 2022.
756 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2022.

Based on IAM Advisory's 13F filing for Q3 2022, filed 17 Oct 2022.