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Legacy Capital Wealth Partners’s The Mosaic Company MOS Stock Holding History

Legacy Capital Wealth Partners’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
-36,002
Closed -$1.59M – 348
2024
Q1 		$1.59M Buy
+36,002
New +$1.15M 1.13% 34

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

Legacy Capital Wealth Partners's MOS Position: Q2 2024 in Review

Legacy Capital Wealth Partners sold out of The Mosaic Company (MOS) in Q2 2024, closing a stake of 36,002 shares — an estimated $1.59M sold.

Legacy Capital Wealth Partners first reported a position in MOS in Q1 2024 and held it in 1 quarter. The position peaked at $1.59M in Q1 2024. 645 funds tracked by Wall St. Rank hold MOS as of Q2 2024.

  • Legacy Capital Wealth Partners reported no remaining The Mosaic Company position as of Q2 2024 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 36,002 The Mosaic Company shares in Q2 2024, an estimated $1.59M.
  • Legacy Capital Wealth Partners first reported a position in The Mosaic Company in Q1 2024 and held it in 1 quarter.
  • Legacy Capital Wealth Partners's The Mosaic Company position peaked at $1.59M in Q1 2024.
  • 645 funds tracked by Wall St. Rank held The Mosaic Company as of Q2 2024.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2024, filed 2 Aug 2024.