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

IBEX 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
Q4 		– Sell
-1,400
Closed -$50K – 336
2021
Q3 		$50K Buy
+1,400
New +$44.8K 0.01% 274
2017
Q1 		– Sell
-5,554
Closed -$174K – 256
2016
Q4 		$174K Buy
+5,554
New +$149K 0.08% 119

Other funds holding MOS

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

IBEX Wealth Advisors's MOS Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of The Mosaic Company (MOS) in Q4 2021, closing a stake of 1,400 shares — an estimated $50K sold.

IBEX Wealth Advisors first reported a position in MOS in Q4 2016 and held it in 2 quarters. The position peaked at $174K in Q4 2016. 679 funds tracked by Wall St. Rank hold MOS as of Q4 2021.

  • IBEX Wealth Advisors reported no remaining The Mosaic Company position as of Q4 2021 after selling out during the quarter.
  • IBEX Wealth Advisors sold 1,400 The Mosaic Company shares in Q4 2021, an estimated $50K.
  • IBEX Wealth Advisors first reported a position in The Mosaic Company in Q4 2016 and held it in 2 quarters.
  • IBEX Wealth Advisors's The Mosaic Company position peaked at $174K in Q4 2016.
  • 679 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.