KWM
MOS icon

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 – 1135
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 – 999
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 $5.7T 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 $653B AUM 32.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return