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Liberty Wealth Management’s The Mosaic Company MOS Stock Holding History

Liberty 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
2021
Q4 		– Sell
-2
Closed – – 745
2021
Q3 		$0 Hold
2
– – ﹤0.01% 1212
2021
Q2 		$0 Buy
+2
New +$68 ﹤0.01% 1134
2020
Q1 		– Sell
-11
Closed – – 945
2019
Q4 		$0 Buy
+11
New +$218 ﹤0.01% 944

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

Liberty Wealth Management's MOS Position: Q4 2021 in Review

Liberty Wealth Management sold out of The Mosaic Company (MOS) in Q4 2021, closing a stake of 2 shares.

Liberty Wealth Management first reported a position in MOS in Q4 2019 and held it in 3 quarters. The position peaked at $0 in Q3 2021. 680 funds tracked by Wall St. Rank hold MOS as of Q4 2021.

  • Liberty Wealth Management reported no remaining The Mosaic Company position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 2 The Mosaic Company shares in Q4 2021.
  • Liberty Wealth Management first reported a position in The Mosaic Company in Q4 2019 and held it in 3 quarters.
  • Liberty Wealth Management's The Mosaic Company position peaked at $0 in Q3 2021.
  • 680 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.