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

Jupiter 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	–	Sell	-5,000	Closed	-$148K	–	99
2024 Q1	$148K	Hold	5,000	–	–	0.08%	86
2023 Q4	$179K	Hold	5,000	–	–	0.11%	78
2023 Q3	$168K	Sell	5,000 -6,000	-55%	-$230K	0.11%	77
2023 Q2	$385K	Sell	11,000 -27,402	-71%	-$1.06M	0.33%	51
2023 Q1	$1.76M	Sell	38,402 -1,900	-5%	-$92K	1.62%	21
2022 Q4	$1.77M	Buy	40,302 +5,103	+14%	+$253K	1.71%	20
2022 Q3	$1.7M	Sell	35,199 -10,000	-22%	-$517K	1.71%	22
2022 Q2	$2.13M	Buy	45,199 +34,199	+311%	+$2.09M	1.94%	19
2022 Q1	$731K	Hold	11,000	–	–	0.46%	46
2021 Q4	$432K	Hold	11,000	–	–	0.22%	63
2021 Q3	$397K	Sell	11,000 -30,000	-73%	-$960K	0.19%	71
2021 Q2	$1.29M	Buy	41,000 +11,000	+37%	+$373K	0.62%	42
2021 Q1	$1.09M	Hold	30,000	–	–	0.55%	42
2020 Q4	$690K	Hold	30,000	–	–	0.42%	41
2020 Q3	$548K	Buy	+30,000	New	+$488K	0.39%	40

Other funds holding MOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Jupiter Wealth Management sold out of The Mosaic Company (MOS) in Q2 2024, closing a stake of 5,000 shares — an estimated $148K sold.

Jupiter Wealth Management first reported a position in MOS in Q3 2020 and held it in 15 quarters. The position peaked at $2.13M in Q2 2022. 644 funds tracked by Wall St. Rank hold MOS as of Q2 2024.

Jupiter Wealth Management reported no remaining The Mosaic Company position as of Q2 2024 after selling out during the quarter.
Jupiter Wealth Management sold 5,000 The Mosaic Company shares in Q2 2024, an estimated $148K.
Jupiter Wealth Management first reported a position in The Mosaic Company in Q3 2020 and held it in 15 quarters.
Jupiter Wealth Management's The Mosaic Company position peaked at $2.13M in Q2 2022.
644 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2024.

Based on Jupiter Wealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.