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Kiely Wealth Advisory Group’s The Mosaic Company MOS Stock Holding History

Kiely Wealth Advisory Group’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
-25
Closed -$769 – 312
2024
Q1 		$769 Buy
+25
New +$796 ﹤0.01% 268

Other funds holding MOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Kiely Wealth Advisory Group's MOS Position: Q2 2024 in Review

Kiely Wealth Advisory Group sold out of The Mosaic Company (MOS) in Q2 2024, closing a stake of 25 shares — an estimated $769 sold.

Kiely Wealth Advisory Group first reported a position in MOS in Q1 2024 and held it in 1 quarter. The position peaked at $769 in Q1 2024. 645 funds tracked by Wall St. Rank hold MOS as of Q2 2024.

  • Kiely Wealth Advisory Group reported no remaining The Mosaic Company position as of Q2 2024 after selling out during the quarter.
  • Kiely Wealth Advisory Group sold 25 The Mosaic Company shares in Q2 2024, an estimated $769.
  • Kiely Wealth Advisory Group first reported a position in The Mosaic Company in Q1 2024 and held it in 1 quarter.
  • Kiely Wealth Advisory Group's The Mosaic Company position peaked at $769 in Q1 2024.
  • 645 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q2 2024, filed 13 Aug 2024.