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Janiczek Wealth Management’s The Mosaic Company MOS Stock Holding History

Janiczek 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 		$15.8K Sell
547
-195
-26% -$5.88K ﹤0.01% 600
2024
Q1 		$24.1K Sell
742
-713
-49% -$22.7K 0.01% 536
2023
Q4 		$52K Buy
1,455
+318
+28% +$11.2K 0.01% 383
2023
Q3 		$40.5K Buy
1,137
+17
+2% +$652 0.01% 391
2023
Q2 		$39.2K Buy
1,120
+552
+97% +$21.3K 0.01% 351
2023
Q1 		$26.7K Sell
568
-153
-21% -$7.41K 0.01% 403
2022
Q4 		$33.9K Buy
721
+254
+54% +$12.6K 0.01% 368
2022
Q3 		$25K Buy
467
+17
+4% +$879 0.01% 418
2022
Q2 		$24K Buy
450
+135
+43% +$8.27K 0.01% 446
2022
Q1 		$21K Sell
315
-41
-12% -$2.05K 0.01% 444
2021
Q4 		$14K Sell
356
-184
-34% -$7.04K ﹤0.01% 539
2021
Q3 		$19K Buy
540
+123
+29% +$3.93K 0.01% 468
2021
Q2 		$13K Buy
417
+26
+7% +$882 ﹤0.01% 517
2021
Q1 		$12K Buy
391
+365
+1,404% +$10.8K ﹤0.01% 494
2020
Q4 		$1K Hold
26
– – ﹤0.01% 751
2020
Q3 		$0 Buy
+26
New +$423 ﹤0.01% 694

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

Janiczek Wealth Management's MOS Position: Q2 2024 in Review

Janiczek Wealth Management reduced its The Mosaic Company (MOS) stake by 26% in Q2 2024, selling an estimated $5.88K and leaving 547 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Janiczek Wealth Management first reported a position in MOS in Q3 2020 and has held it in 16 quarters since. The position peaked at $52K in Q4 2023. 643 funds tracked by Wall St. Rank hold MOS as of Q2 2024.

  • Janiczek Wealth Management held 547 shares of The Mosaic Company worth $15.8K as of Q2 2024.
  • Janiczek Wealth Management sold 195 The Mosaic Company shares in Q2 2024, an estimated $5.88K.
  • The Mosaic Company made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #600 holding.
  • Janiczek Wealth Management first reported a position in The Mosaic Company in Q3 2020 and has held it in 16 quarters since.
  • Janiczek Wealth Management's The Mosaic Company position peaked at $52K in Q4 2023.
  • 643 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.