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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
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 – 401
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 0.13% 178
2016
Q3 		$259K Sell
10,582
-692
-6% -$18.9K 0.12% 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

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Laurel Wealth Advisors (California)'s MOS Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its The Mosaic Company (MOS) stake by 0.83% in Q4 2022, selling an estimated $6.14K and leaving 14,799 shares worth $649K. The position accounts for 0.06% of the portfolio, ranked #307.

Laurel Wealth Advisors (California) first reported a position in MOS in Q4 2015 and has held it in 16 quarters since. The position peaked at $1.91M in Q1 2022. 763 funds tracked by Wall St. Rank hold MOS as of Q4 2022.

  • Laurel Wealth Advisors (California) held 14,799 shares of The Mosaic Company worth $649K as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 124 The Mosaic Company shares in Q4 2022, an estimated $6.14K.
  • The Mosaic Company made up 0.06% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #307 holding.
  • Laurel Wealth Advisors (California) first reported a position in The Mosaic Company in Q4 2015 and has held it in 16 quarters since.
  • Laurel Wealth Advisors (California)'s The Mosaic Company position peaked at $1.91M in Q1 2022.
  • 763 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.