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

Kingsview 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
Q3 		– Sell
-62,275
Closed -$1.8M – 1134
2024
Q2 		$1.8M Buy
62,275
+7,575
+14% +$228K 0.04% 376
2024
Q1 		$1.78M Buy
+54,700
New +$1.74M 0.04% 367
2023
Q4 		– Sell
-75,775
Closed -$2.7M – 998
2023
Q3 		$2.7M Buy
+75,775
New +$2.91M 0.1% 225
2022
Q2 		– Sell
-13,997
Closed -$931K – 883
2022
Q1 		$931K Buy
13,997
+6,018
+75% +$301K 0.04% 418
2021
Q4 		$313K Buy
+7,979
New +$306K 0.01% 714

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Kingsview Wealth Management's MOS Position: Q3 2024 in Review

Kingsview Wealth Management sold out of The Mosaic Company (MOS) in Q3 2024, closing a stake of 62,275 shares — an estimated $1.8M sold.

Kingsview Wealth Management first reported a position in MOS in Q4 2021 and held it in 5 quarters. The position peaked at $2.7M in Q3 2023. 635 funds tracked by Wall St. Rank hold MOS as of Q3 2024.

  • Kingsview Wealth Management reported no remaining The Mosaic Company position as of Q3 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 62,275 The Mosaic Company shares in Q3 2024, an estimated $1.8M.
  • Kingsview Wealth Management first reported a position in The Mosaic Company in Q4 2021 and held it in 5 quarters.
  • Kingsview Wealth Management's The Mosaic Company position peaked at $2.7M in Q3 2023.
  • 635 funds tracked by Wall St. Rank held The Mosaic Company as of Q3 2024.

Based on Kingsview Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.