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ICA Group Wealth Management’s The Mosaic Company MOS Stock Holding History

ICA Group 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
2024
Q2 		$4.51K Buy
156
+1
+0.6% +$30 ﹤0.01% 595
2024
Q1 		$5.03K Sell
155
-99
-39% -$3.15K ﹤0.01% 1034
2023
Q4 		$9.08K Buy
+254
New +$8.97K ﹤0.01% 895
2023
Q3 		– Sell
-344
Closed -$12.1K – 813
2023
Q2 		$12.1K Sell
344
-1,667
-83% -$64.4K ﹤0.01% 807
2023
Q1 		$92.2K Buy
2,011
+42
+2% +$2.03K 0.02% 349
2022
Q4 		$86.4K Buy
+1,969
New +$97.5K 0.02% 398

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

ICA Group Wealth Management's MOS Position: Q2 2024 in Review

ICA Group Wealth Management increased its The Mosaic Company (MOS) stake by 0.65% in Q2 2024, buying an estimated $30 and bringing the position to 156 shares worth $4.51K. The position accounts for ﹤0.01% of the portfolio, ranked #595.

ICA Group Wealth Management first reported a position in MOS in Q4 2022 and has held it in 6 quarters since. The position peaked at $92.2K in Q1 2023. 643 funds tracked by Wall St. Rank hold MOS as of Q2 2024.

  • ICA Group Wealth Management held 156 shares of The Mosaic Company worth $4.51K as of Q2 2024.
  • ICA Group Wealth Management bought 1 The Mosaic Company share in Q2 2024, an estimated $30.
  • The Mosaic Company made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #595 holding.
  • ICA Group Wealth Management first reported a position in The Mosaic Company in Q4 2022 and has held it in 6 quarters since.
  • ICA Group Wealth Management's The Mosaic Company position peaked at $92.2K in Q1 2023.
  • 643 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.