Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s The Mosaic Company MOS Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-100
Closed -$3.56K – 327
2023
Q3 		$3.56K Buy
+100
New +$3.84K ﹤0.01% 418

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State Street
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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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Legacy Financial Group (Iowa)'s MOS Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of The Mosaic Company (MOS) in Q4 2023, closing a stake of 100 shares — an estimated $3.56K sold.

Legacy Financial Group (Iowa) first reported a position in MOS in Q3 2023 and held it in 1 quarter. The position peaked at $3.56K in Q3 2023. 682 funds tracked by Wall St. Rank hold MOS as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining The Mosaic Company position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 100 The Mosaic Company shares in Q4 2023, an estimated $3.56K.
  • Legacy Financial Group (Iowa) first reported a position in The Mosaic Company in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s The Mosaic Company position peaked at $3.56K in Q3 2023.
  • 682 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.