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LWAC
Laurel Wealth Advisors (California)’s
The Mosaic Company
MOS
Stock Holding History
Laurel Wealth Advisors (California)’s Portfolio
MOS Stock Details
MOS Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q4
$649K
Sell
14,799
-124
-0.8%
-$6.14K
0.06%
307
2022
Q3
$721K
Sell
14,923
-5,285
-26%
-$273K
0.08%
276
2022
Q2
$955K
Sell
20,208
-8,467
-30%
-$519K
0.1%
224
2022
Q1
$1.91M
Sell
28,675
-4,122
-13%
-$206K
0.16%
138
2021
Q4
$1.29M
Buy
32,797
+20,990
+178%
+$804K
0.1%
209
2021
Q3
$422K
Hold
11,807
–
–
0.08%
269
2021
Q2
$377K
Sell
11,807
-1,400
-11%
-$47.5K
0.05%
342
2021
Q1
$418K
Buy
+13,207
New
+$389K
0.06%
284
2018
Q4
–
Sell
-7,229
Closed
-$234K
–
402
2018
Q3
$234K
Buy
+7,229
New
+$218K
0.06%
344
2017
Q3
–
Sell
-10,357
Closed
-$236K
–
348
2017
Q2
$236K
Sell
10,357
-427
-4%
-$10.5K
0.08%
256
2017
Q1
$314K
Buy
10,784
+401
+4%
+$12.4K
0.12%
191
2016
Q4
$304K
Sell
10,383
-199
-2%
-$5.34K
0.14%
178
2016
Q3
$259K
Sell
10,582
-692
-6%
-$18.9K
0.13%
195
2016
Q2
$295K
Sell
11,274
-714
-6%
-$18.9K
0.14%
175
2016
Q1
$324K
Sell
11,988
-492
-4%
-$12.8K
0.16%
159
2015
Q4
$344K
Buy
+12,480
New
+$398K
0.18%
156
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$6.9T AUM
27.45%
1-Year Est. Return
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$5.7T AUM
30.48%
1-Year Est. Return
Capital World Investors
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$733B AUM
35.63%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Fidelity Investments
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$1.9T AUM
41.92%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
SCP
Soroban Capital Partners
New York
$14B AUM
21.41%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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